+52.4%
GEV vs VTI
+14.8%
+37.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.5% | -10.8% | -12.3% |
| 7D | -5.1% | -0.6% | -4.6% | -4.1% |
| 30D | -15.8% | -1.0% | -14.9% | -13.9% |
| 3M | -18.2% | -0.8% | -17.4% | -16.6% |
| 6M | -22.4% | +7.1% | -29.4% | -31.9% |
| YTD | +27.7% | +13.4% | +14.4% | -1.1% |
| 1Y | +52.4% | +14.9% | +37.4% | +15.4% |
| All | +52.4% | +14.8% | +37.6% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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