-56.2%
GERN vs VT
+222.7%
-278.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.3% |
| 7D | +4.2% | +2.9% | +1.3% | +1.0% |
| 30D | -17.5% | -2.5% | -15.0% | -14.5% |
| 3M | -36.9% | -3.3% | -33.6% | -34.0% |
| 6M | -29.3% | +1.5% | -30.8% | -30.2% |
| YTD | -25.0% | +11.4% | -36.4% | -32.8% |
| 1Y | -20.2% | +11.9% | -32.1% | -28.8% |
| 3Y | -43.1% | +73.9% | -117.0% | -68.0% |
| 5Y | -36.9% | +57.9% | -94.8% | -60.4% |
| All | -56.2% | +222.7% | -278.9% | -88.6% |
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