-93.3%
GAUZ vs VT
+15.2%
-108.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.7% | +3.9% | +4.5% |
| 7D | +6.0% | -0.3% | +6.3% | +6.2% |
| 30D | +46.1% | -1.4% | +47.6% | +47.2% |
| 3M | +17.4% | -1.4% | +18.8% | +18.5% |
| 6M | -34.5% | +5.5% | -40.0% | -36.8% |
| YTD | -73.6% | +12.8% | -86.4% | -78.6% |
| 1Y | -93.3% | +15.4% | -108.8% | -95.3% |
| All | -93.3% | +15.2% | -108.5% | -95.3% |
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