+82.5%
GEME vs VT
+36.9%
+45.6%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +1.7% | +0.4% | +1.2% | +1.2% |
| 30D | +0.3% | +1.0% | -0.7% | -0.8% |
| 3M | -3.1% | +2.4% | -5.5% | -5.4% |
| 6M | +16.6% | +12.0% | +4.6% | +3.5% |
| YTD | +32.9% | +15.3% | +17.5% | +15.0% |
| 1Y | +57.0% | +22.6% | +34.4% | +28.5% |
| All | +82.5% | +36.9% | +45.6% | +32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling