-91.5%
GEMI vs VT
+16.1%
-107.6%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.6% | +8.0% | +3.0% |
| 7D | +2.4% | +0.4% | +2.1% | +2.7% |
| 30D | -38.1% | -2.6% | -35.5% | -32.2% |
| 3M | -33.5% | -3.2% | -30.3% | -25.1% |
| 6M | -45.6% | +0.9% | -46.5% | -45.2% |
| YTD | -72.6% | +11.3% | -83.9% | -79.5% |
| 1Y | -83.2% | +14.0% | -97.2% | -88.2% |
| All | -91.5% | +16.1% | -107.6% | -94.2% |
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 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