+196.8%
GDE vs VT
+79.3%
+117.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.5% |
| 7D | +0.9% | +1.0% | -0.1% | -0.3% |
| 30D | -0.8% | -0.2% | -0.6% | -0.5% |
| 3M | +2.5% | +4.5% | -2.1% | -2.5% |
| 6M | -4.9% | +14.1% | -18.9% | -17.9% |
| YTD | +8.4% | +14.8% | -6.4% | -6.9% |
| 1Y | +30.8% | +21.2% | +9.6% | +5.9% |
| 3Y | +210.0% | +76.6% | +133.4% | +65.7% |
| All | +196.8% | +79.3% | +117.6% | +53.5% |
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