+52.4%
GEV vs VG
+47.2%
+5.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.7% | -1.6% | -9.7% |
| 7D | -5.1% | -16.4% | +11.2% | -6.2% |
| 30D | -15.8% | -10.8% | -5.0% | -16.3% |
| 3M | -18.2% | -6.3% | -11.9% | -18.1% |
| 6M | -22.4% | -12.5% | -9.9% | -21.9% |
| YTD | +27.7% | +76.9% | -49.2% | +27.8% |
| 1Y | +52.4% | +51.8% | +0.6% | +58.8% |
| All | +52.4% | +47.2% | +5.2% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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