-93.0%
GAUZ vs VT
+11.9%
-104.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.2% |
| 7D | -5.1% | +2.4% | -7.4% | -6.5% |
| 30D | +21.7% | -1.5% | +23.2% | +22.8% |
| 3M | -40.8% | -4.1% | -36.7% | -39.3% |
| 6M | -64.0% | +0.6% | -64.6% | -63.9% |
| YTD | -78.1% | +11.0% | -89.1% | -82.3% |
| 1Y | -93.0% | +13.3% | -106.3% | -95.1% |
| All | -93.0% | +11.9% | -104.9% | -95.1% |
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