+405.7%
GAU vs VT
+74.1%
+331.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.6% | +4.6% | +3.5% |
| 7D | +36.7% | +0.4% | +36.4% | +35.8% |
| 30D | +22.4% | -2.6% | +25.0% | +27.4% |
| 3M | +30.1% | -3.2% | +33.3% | +37.2% |
| 6M | +3.9% | +0.9% | +2.9% | +4.5% |
| YTD | +5.9% | +11.3% | -5.4% | -3.9% |
| 1Y | +31.4% | +14.0% | +17.4% | +16.7% |
| 3Y | +405.7% | +75.8% | +329.8% | +139.4% |
| All | +405.7% | +74.1% | +331.5% | +139.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling