+17.7%
GFS vs VT
+15.2%
+2.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.7% | -7.7% | -9.7% |
| 7D | -12.5% | -0.3% | -12.2% | -11.9% |
| 30D | -16.9% | -1.4% | -15.5% | -14.2% |
| 3M | -22.3% | -1.4% | -20.9% | -19.4% |
| 6M | -40.2% | +5.5% | -45.7% | -44.6% |
| YTD | +16.0% | +12.8% | +3.1% | -5.3% |
| 1Y | +17.7% | +15.4% | +2.2% | -7.7% |
| All | +17.7% | +15.2% | +2.4% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling