-19.1%
GERN vs VT
+13.3%
-32.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -19.1% | -1.6% | -17.5% | -17.4% |
| 30D | -22.5% | -2.5% | -20.0% | -19.8% |
| 3M | -27.3% | -1.3% | -26.0% | -26.2% |
| 6M | -41.1% | +3.1% | -44.2% | -44.9% |
| YTD | -29.5% | +10.9% | -40.5% | -41.7% |
| All | -19.1% | +13.3% | -32.4% | -35.4% |
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 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