-91.8%
GEMI vs VT
+16.2%
-108.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -1.9% |
| 7D | +9.6% | +2.9% | +6.7% | +1.4% |
| 30D | -36.1% | -2.5% | -33.6% | -30.1% |
| 3M | -37.2% | -3.3% | -33.8% | -29.0% |
| 6M | -48.2% | +1.5% | -49.8% | -48.7% |
| YTD | -73.6% | +11.4% | -84.9% | -80.3% |
| 1Y | -81.0% | +11.9% | -92.9% | -85.8% |
| All | -91.8% | +16.2% | -108.0% | -94.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling