+6.8%
GAU vs VT
+10.5%
-3.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.9% | +0.2% | +17.7% | +17.4% |
| 7D | +28.9% | -2.3% | +31.2% | +35.0% |
| 30D | +28.2% | -5.0% | +33.2% | +44.5% |
| 3M | +28.2% | -4.9% | +33.1% | +45.2% |
| 6M | +3.3% | -1.5% | +4.8% | +8.6% |
| YTD | -1.2% | +8.5% | -9.7% | -15.1% |
| 1Y | +6.8% | +11.4% | -4.5% | -15.0% |
| All | +6.8% | +10.5% | -3.7% | -15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling