-29.1%
GAU vs VT
+374.2%
-403.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | -0.9% | +0.4% | -1.3% | -1.2% |
| 30D | +17.6% | +1.0% | +16.6% | +16.8% |
| 3M | +1.8% | +2.4% | -0.6% | +0.3% |
| 6M | -31.2% | +12.0% | -43.2% | -37.1% |
| YTD | -10.3% | +15.3% | -25.6% | -19.6% |
| 1Y | -4.6% | +22.6% | -27.2% | -18.8% |
| 3Y | +254.7% | +74.7% | +180.0% | +118.9% |
| 5Y | +152.2% | +66.1% | +86.1% | +61.9% |
| 10Y | -50.0% | +225.0% | -275.0% | -83.8% |
| All | -29.1% | +374.2% | -403.3% | -88.4% |
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 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