+191.8%
GASS vs VT
+58.5%
+133.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.1% |
| 7D | +3.4% | +2.9% | +0.5% | +1.7% |
| 30D | -9.4% | -2.5% | -6.8% | -8.0% |
| 3M | -8.6% | -3.3% | -5.3% | -6.9% |
| 6M | -20.5% | +1.5% | -22.0% | -21.6% |
| YTD | +16.0% | +11.4% | +4.6% | +7.8% |
| 1Y | +19.9% | +11.9% | +8.0% | +11.0% |
| 3Y | +49.1% | +73.9% | -24.8% | +2.8% |
| 5Y | +191.8% | +57.9% | +133.9% | +86.7% |
| All | +191.8% | +58.5% | +133.2% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling