+95.1%
GCAD vs VT
+86.6%
+8.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.2% | -0.6% |
| 7D | -6.8% | -4.2% | -2.6% | -3.1% |
| 30D | -4.7% | -5.8% | +1.1% | +0.7% |
| 3M | -17.7% | -5.2% | -12.5% | -13.6% |
| 6M | -7.8% | +0.1% | -8.0% | -8.1% |
| YTD | +0.5% | +8.2% | -7.8% | -6.7% |
| 1Y | +4.8% | +10.1% | -5.3% | -4.2% |
| 3Y | +90.1% | +69.7% | +20.5% | +20.8% |
| All | +95.1% | +86.6% | +8.6% | +15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling