+312.3%
GIL vs VT
+363.9%
-51.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.8% | +4.9% |
| 7D | +8.4% | -0.3% | +8.7% | +8.9% |
| 30D | +6.4% | -1.4% | +7.8% | +7.9% |
| 3M | -23.4% | -1.4% | -22.0% | -22.4% |
| 6M | -24.7% | +5.5% | -30.2% | -28.6% |
| YTD | -29.8% | +12.8% | -42.6% | -37.4% |
| 1Y | -22.7% | +15.4% | -38.2% | -32.6% |
| 3Y | +37.2% | +76.9% | -39.7% | -21.2% |
| 5Y | +17.2% | +60.4% | -43.2% | -24.8% |
| 10Y | +106.2% | +232.8% | -126.6% | -31.2% |
| All | +312.3% | +363.9% | -51.6% | +8.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling