+15.3%
GDYN vs VT
+73.6%
-58.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.4% | -2.4% |
| 7D | +54.4% | -1.6% | +56.0% | +56.2% |
| 30D | +66.7% | -2.5% | +69.2% | +70.4% |
| 3M | +96.0% | -1.3% | +97.3% | +97.4% |
| 6M | +130.1% | +3.1% | +127.0% | +118.4% |
| YTD | +48.1% | +10.9% | +37.1% | +27.1% |
| 1Y | +49.4% | +12.1% | +37.3% | +26.4% |
| All | +15.3% | +73.6% | -58.3% | -52.8% |
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