-35.8%
GERN vs VT
+57.0%
-92.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.6% |
| 7D | -2.0% | +2.4% | -4.4% | -5.1% |
| 30D | -18.5% | -1.5% | -17.0% | -16.1% |
| 3M | -37.0% | -4.1% | -32.9% | -32.7% |
| 6M | -31.2% | +0.6% | -31.8% | -31.6% |
| YTD | -26.5% | +11.0% | -37.6% | -35.9% |
| 1Y | -15.7% | +13.3% | -29.0% | -28.5% |
| 3Y | -46.1% | +73.4% | -119.5% | -74.3% |
| All | -35.8% | +57.0% | -92.8% | -61.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling