-78.5%
GDTC vs VT
+84.8%
-163.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.1% |
| 7D | -6.4% | +0.4% | -6.9% | -6.7% |
| 30D | +2.5% | +1.0% | +1.5% | +1.9% |
| 3M | -27.0% | +2.4% | -29.4% | -28.2% |
| 6M | -18.8% | +12.0% | -30.8% | -24.7% |
| YTD | -35.5% | +15.3% | -50.8% | -41.9% |
| 1Y | -54.7% | +22.6% | -77.3% | -61.1% |
| 3Y | -75.3% | +74.7% | -149.9% | -84.6% |
| All | -78.5% | +84.8% | -163.3% | -87.3% |
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 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