-40.9%
GCL vs VT
+15.2%
-56.1%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.7% | +10.0% | +8.0% |
| 7D | +16.0% | -0.3% | +16.3% | +16.8% |
| 30D | +47.0% | -1.4% | +48.5% | +51.3% |
| 3M | +106.1% | -1.4% | +107.5% | +112.3% |
| 6M | +98.0% | +5.5% | +92.6% | +77.4% |
| YTD | -5.6% | +12.8% | -18.4% | -25.4% |
| 1Y | -40.9% | +15.4% | -56.4% | -55.7% |
| All | -40.9% | +15.2% | -56.1% | -55.7% |
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