+7.9%
GIC vs VT
+23.3%
-15.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | +0.5% | +0.4% | +0.1% | +0.3% |
| 30D | +3.5% | +1.0% | +2.5% | +3.1% |
| 3M | +31.2% | +2.4% | +28.8% | +30.0% |
| 6M | +22.8% | +12.0% | +10.8% | +13.1% |
| YTD | +39.8% | +15.3% | +24.5% | +26.3% |
| 1Y | +7.9% | +22.6% | -14.7% | -8.2% |
| All | +7.9% | +23.3% | -15.4% | -8.2% |
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