-4.2%
GIL vs VT
+57.4%
-61.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +1.9% |
| 7D | -10.9% | +0.4% | -11.2% | -10.3% |
| 30D | -13.1% | -2.6% | -10.5% | -9.4% |
| 3M | -36.3% | -3.2% | -33.0% | -33.1% |
| 6M | -37.9% | +0.9% | -38.8% | -38.1% |
| YTD | -40.8% | +11.3% | -52.1% | -47.1% |
| 1Y | -33.2% | +14.0% | -47.2% | -42.1% |
| 3Y | +15.2% | +75.8% | -60.7% | -41.3% |
| 5Y | -4.2% | +57.8% | -62.0% | -43.7% |
| All | -4.2% | +57.4% | -61.6% | -43.7% |
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