-71.4%
GERN vs VT
+345.0%
-416.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -4.1% | -8.0% | -7.3% |
| 7D | 0.0% | -4.2% | +4.2% | +5.9% |
| 30D | -21.5% | -5.8% | -15.7% | -15.2% |
| 3M | -41.7% | -5.2% | -36.5% | -37.5% |
| 6M | -42.4% | +0.1% | -42.5% | -42.4% |
| YTD | -28.0% | +8.2% | -36.3% | -33.7% |
| 1Y | -12.8% | +10.1% | -23.0% | -21.2% |
| 3Y | -52.0% | +69.7% | -121.7% | -73.4% |
| 5Y | -42.4% | +53.4% | -95.8% | -63.3% |
| 10Y | -50.0% | +219.2% | -269.2% | -86.7% |
| All | -71.4% | +345.0% | -416.4% | -93.6% |
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 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