-6.3%
GELS vs VT
+23.3%
-29.6%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +61.9% | +0.4% | +61.4% | +61.1% |
| 30D | +59.6% | +1.0% | +58.6% | +56.4% |
| 3M | +75.1% | +2.4% | +72.7% | +52.1% |
| 6M | +13.9% | +12.0% | +1.9% | -2.4% |
| YTD | +12.5% | +15.3% | -2.8% | -9.8% |
| 1Y | -6.3% | +22.6% | -28.8% | -24.3% |
| All | -6.3% | +23.3% | -29.6% | -24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling