+39.8%
GEVX vs VT
+23.7%
+16.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | -1.9% |
| 7D | -7.4% | -0.7% | -6.7% | -3.2% |
| 30D | -38.2% | -1.7% | -36.5% | -32.2% |
| 3M | -42.4% | -2.3% | -40.1% | -34.8% |
| 6M | -53.6% | +1.5% | -55.1% | -53.0% |
| YTD | +12.8% | +12.0% | +0.7% | -22.7% |
| 1Y | +34.9% | +12.9% | +22.1% | -8.3% |
| All | +39.8% | +23.7% | +16.1% | -35.1% |
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