-33.6%
GIL vs VT
+13.0%
-46.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +1.2% |
| 7D | -10.9% | +0.4% | -11.2% | -9.9% |
| 30D | -13.1% | -2.6% | -10.5% | -9.1% |
| 3M | -36.3% | -3.2% | -33.0% | -32.8% |
| 6M | -37.9% | +0.9% | -38.8% | -38.1% |
| YTD | -40.8% | +11.3% | -52.1% | -47.4% |
| All | -33.6% | +13.0% | -46.6% | -41.3% |
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