-20.2%
GERN vs VT
+11.9%
-32.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.0% |
| 7D | +4.2% | +2.9% | +1.3% | -0.1% |
| 30D | -17.5% | -2.5% | -15.0% | -13.9% |
| 3M | -36.9% | -3.3% | -33.6% | -33.4% |
| 6M | -29.3% | +1.5% | -30.8% | -30.9% |
| YTD | -25.0% | +11.4% | -36.4% | -36.9% |
| 1Y | -20.2% | +11.9% | -32.1% | -32.7% |
| All | -20.2% | +11.9% | -32.0% | -32.7% |
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