+28.5%
GIC vs VT
+53.4%
-24.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | +7.0% | -2.3% | +9.3% | +9.4% |
| 30D | +7.8% | -5.0% | +12.7% | +13.3% |
| 3M | +17.8% | -4.9% | +22.7% | +23.6% |
| 6M | +58.6% | -1.5% | +60.2% | +59.6% |
| YTD | +62.9% | +8.5% | +54.4% | +47.2% |
| 1Y | +75.9% | +11.4% | +64.5% | +54.2% |
| 3Y | +44.7% | +70.1% | -25.4% | -22.7% |
| All | +28.5% | +53.4% | -24.9% | -23.2% |
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 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