+51.2%
GGUS vs VT
+62.5%
-11.3%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.6% | -1.8% |
| 7D | -9.4% | -4.2% | -5.2% | -4.5% |
| 30D | -15.1% | -5.8% | -9.3% | -8.5% |
| 3M | -11.2% | -5.2% | -6.0% | -5.0% |
| 6M | -7.4% | +0.1% | -7.6% | -7.2% |
| YTD | -5.8% | +8.2% | -14.0% | -14.2% |
| 1Y | -6.8% | +10.1% | -16.9% | -16.8% |
| All | +51.2% | +62.5% | -11.3% | -12.0% |
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