+214.8%
GDE vs VT
+77.9%
+136.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.4% | +0.4% | -0.8% | -0.9% |
| 30D | +4.3% | +1.0% | +3.3% | +3.1% |
| 3M | -0.5% | +2.4% | -2.9% | -3.1% |
| 6M | -4.8% | +12.0% | -16.8% | -16.9% |
| YTD | +10.7% | +15.3% | -4.7% | -6.4% |
| 1Y | +36.2% | +22.6% | +13.6% | +7.5% |
| All | +214.8% | +77.9% | +136.9% | +68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling