+82.6%
GEME vs VT
+36.2%
+46.4%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.6% |
| 7D | +2.3% | +1.0% | +1.3% | +1.1% |
| 30D | +0.8% | -0.2% | +1.0% | +1.1% |
| 3M | +2.5% | +4.5% | -2.0% | -2.4% |
| 6M | +21.5% | +14.1% | +7.4% | +6.0% |
| YTD | +32.9% | +14.8% | +18.2% | +15.7% |
| 1Y | +53.5% | +21.2% | +32.3% | +27.1% |
| All | +82.6% | +36.2% | +46.4% | +33.2% |
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