+108.7%
GBUG vs VT
+29.0%
+79.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | -6.6% | +2.4% | -8.9% | -9.4% |
| 30D | -2.9% | -1.5% | -1.4% | -0.8% |
| 3M | -11.3% | -4.1% | -7.2% | -5.7% |
| 6M | -14.4% | +0.6% | -14.9% | -13.4% |
| YTD | -4.7% | +11.0% | -15.7% | -11.8% |
| 1Y | +10.5% | +13.3% | -2.8% | +0.8% |
| All | +108.7% | +29.0% | +79.7% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling