+514.9%
GEV vs VT
+47.3%
+467.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.3% |
| 7D | +3.7% | +2.4% | +1.4% | -0.7% |
| 30D | -14.7% | -1.5% | -13.2% | -11.9% |
| 3M | -23.4% | -4.1% | -19.3% | -16.5% |
| 6M | -24.3% | +0.6% | -24.9% | -24.3% |
| YTD | +23.2% | +11.0% | +12.1% | +1.7% |
| 1Y | +44.2% | +13.3% | +30.9% | +15.0% |
| All | +514.9% | +47.3% | +467.5% | +212.9% |
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