-33.8%
GAU vs VT
+345.0%
-378.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.1% | +6.0% | +5.7% |
| 7D | +2.9% | -4.2% | +7.1% | +7.1% |
| 30D | +2.9% | -5.8% | +8.7% | +9.0% |
| 3M | +9.8% | -5.2% | +15.1% | +16.1% |
| 6M | -7.0% | +0.1% | -7.1% | -5.9% |
| YTD | -16.2% | +8.2% | -24.4% | -20.1% |
| 1Y | -10.5% | +10.1% | -20.7% | -15.7% |
| 3Y | +292.6% | +69.7% | +222.9% | +150.5% |
| 5Y | +158.5% | +53.4% | +105.2% | +79.1% |
| 10Y | -44.6% | +219.2% | -263.9% | -81.8% |
| All | -33.8% | +345.0% | -378.7% | -88.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling