+171.3%
GDE vs VT
+73.0%
+98.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.0% |
| 7D | +2.3% | -0.1% | +2.4% | +2.4% |
| 30D | -6.3% | -3.1% | -3.2% | -2.6% |
| 3M | -10.2% | -3.5% | -6.7% | -6.0% |
| 6M | -13.3% | +0.5% | -13.8% | -13.2% |
| YTD | -1.0% | +10.8% | -11.7% | -11.0% |
| 1Y | +3.3% | +11.9% | -8.6% | -8.1% |
| 3Y | +181.7% | +73.0% | +108.8% | +55.1% |
| All | +171.3% | +73.0% | +98.2% | +46.7% |
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 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