+51.3%
GEV vs VTI
+17.9%
+33.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +1.9% |
| 7D | +1.6% | -0.9% | +2.5% | +3.5% |
| 30D | -7.9% | -1.4% | -6.5% | -5.1% |
| 3M | +5.6% | +3.6% | +2.0% | -1.3% |
| 6M | +13.1% | +13.6% | -0.5% | -11.6% |
| YTD | +46.7% | +12.9% | +33.8% | +15.0% |
| 1Y | +51.3% | +17.2% | +34.1% | +8.8% |
| All | +51.3% | +17.9% | +33.4% | +8.8% |
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