-77.6%
GDTC vs VT
+73.6%
-151.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.2% | -1.6% | +3.9% | +3.1% |
| 30D | -1.1% | -2.5% | +1.4% | +0.2% |
| 3M | -1.0% | -1.3% | +0.3% | -0.5% |
| 6M | -6.6% | +3.1% | -9.7% | -8.7% |
| YTD | -31.8% | +10.9% | -42.8% | -36.9% |
| 1Y | -57.0% | +12.1% | -69.0% | -60.5% |
| All | -77.6% | +73.6% | -151.2% | -84.3% |
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