-83.3%
GEMI vs VT
+13.3%
-96.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -11.7% | -1.6% | -10.1% | -7.4% |
| 30D | -41.8% | -2.5% | -39.3% | -37.3% |
| 3M | -31.8% | -1.3% | -30.5% | -28.2% |
| 6M | -42.4% | +3.1% | -45.5% | -45.9% |
| YTD | -72.6% | +10.9% | -83.5% | -79.8% |
| All | -83.3% | +13.3% | -96.6% | -88.5% |
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