+103.9%
GCAD vs VT
+94.5%
+9.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -4.9% |
| 7D | +0.6% | -0.3% | +0.9% | +0.8% |
| 30D | -0.1% | -1.4% | +1.3% | +1.2% |
| 3M | -14.4% | -1.4% | -13.0% | -13.4% |
| 6M | -3.1% | +5.5% | -8.6% | -7.9% |
| YTD | +5.0% | +12.8% | -7.9% | -6.2% |
| 1Y | +9.4% | +15.4% | -6.1% | -4.3% |
| 3Y | +98.7% | +76.9% | +21.8% | +21.5% |
| All | +103.9% | +94.5% | +9.4% | +15.7% |
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 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