+27.2%
GEL vs VT
+69.7%
-42.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.7% | +2.8% |
| 7D | -12.3% | -2.3% | -10.0% | -11.0% |
| 30D | -8.9% | -5.0% | -4.0% | -5.9% |
| 3M | -14.1% | -4.9% | -9.2% | -11.4% |
| 6M | -19.5% | -1.5% | -18.0% | -19.4% |
| YTD | -13.5% | +8.5% | -22.0% | -20.6% |
| 1Y | -16.8% | +11.4% | -28.2% | -25.6% |
| 3Y | +27.2% | +70.1% | -42.9% | -25.1% |
| All | +27.2% | +69.7% | -42.5% | -25.1% |
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