-2.7%
GIII vs VT
+58.5%
-61.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | -1.6% | +2.9% | -4.5% | -5.2% |
| 30D | +14.8% | -2.5% | +17.3% | +18.3% |
| 3M | -5.5% | -3.3% | -2.2% | -1.7% |
| 6M | +6.9% | +1.5% | +5.3% | +3.3% |
| YTD | +9.9% | +11.4% | -1.5% | -6.7% |
| 1Y | +11.7% | +11.9% | -0.2% | -6.0% |
| 3Y | +21.8% | +73.9% | -52.1% | -47.4% |
| 5Y | -2.7% | +57.9% | -60.6% | -50.6% |
| All | -2.7% | +58.5% | -61.2% | -50.6% |
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