-33.9%
GCL vs VT
+10.5%
-44.4%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.6% | +8.4% |
| 7D | +25.7% | -2.3% | +28.0% | +30.9% |
| 30D | +41.0% | -5.0% | +46.0% | +54.7% |
| 3M | +114.3% | -4.9% | +119.2% | +135.3% |
| 6M | +127.5% | -1.5% | +129.0% | +131.7% |
| YTD | +3.7% | +8.5% | -4.7% | -11.0% |
| 1Y | -33.9% | +11.4% | -45.3% | -46.2% |
| All | -33.9% | +10.5% | -44.4% | -46.2% |
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