-27.6%
GBR vs VT
+19.6%
-47.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | +0.9% | -11.5% | -9.6% |
| 7D | -5.0% | -1.1% | -3.9% | -5.9% |
| 30D | +5.6% | -1.0% | +6.5% | +4.7% |
| 3M | +1.3% | +3.2% | -1.8% | +5.4% |
| 6M | -20.8% | +12.5% | -33.3% | -8.3% |
| YTD | +1.3% | +14.1% | -12.7% | +17.9% |
| 1Y | -27.6% | +18.9% | -46.5% | -20.7% |
| All | -27.6% | +19.6% | -47.3% | -20.7% |
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