+53.4%
GGUS vs VT
+62.9%
-9.5%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.2% |
| 7D | -5.3% | -2.3% | -2.9% | -2.4% |
| 30D | -13.5% | -5.0% | -8.5% | -7.8% |
| 3M | -9.5% | -4.9% | -4.7% | -3.7% |
| 6M | -7.7% | -1.5% | -6.1% | -5.6% |
| YTD | -4.4% | +8.5% | -12.9% | -13.2% |
| 1Y | -3.7% | +11.4% | -15.1% | -15.3% |
| All | +53.4% | +62.9% | -9.5% | -11.0% |
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