-74.5%
GDYN vs VT
+66.2%
-140.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +1.1% | +0.4% | +0.7% | +0.5% |
| 30D | +9.1% | +1.0% | +8.1% | +7.4% |
| 3M | +15.6% | +2.4% | +13.3% | +10.8% |
| 6M | +11.9% | +12.0% | -0.1% | -7.7% |
| YTD | -10.7% | +15.3% | -26.1% | -30.2% |
| 1Y | +2.5% | +22.6% | -20.0% | -27.4% |
| 3Y | -31.6% | +74.7% | -106.3% | -74.1% |
| All | -74.5% | +66.2% | -140.7% | -87.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling