+10.2%
GDMN vs VT
+10.5%
-0.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.1% |
| 7D | +16.4% | -2.3% | +18.7% | +22.4% |
| 30D | +1.6% | -5.0% | +6.6% | +15.9% |
| 3M | -3.0% | -4.9% | +1.9% | +11.3% |
| 6M | -19.8% | -1.5% | -18.2% | -14.8% |
| YTD | -12.9% | +8.5% | -21.4% | -23.9% |
| 1Y | +10.2% | +11.4% | -1.2% | -9.2% |
| All | +10.2% | +10.5% | -0.3% | -9.2% |
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