+37.4%
GILD vs VG
+14.1%
+23.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.2% |
| 7D | +3.6% | +1.7% | +2.0% | +3.7% |
| 30D | +14.6% | +16.0% | -1.4% | +15.4% |
| 3M | +17.7% | +9.7% | +7.9% | +18.3% |
| 6M | +3.1% | +29.6% | -26.4% | +4.5% |
| YTD | +24.5% | +112.0% | -87.5% | +28.3% |
| 1Y | +37.4% | +12.8% | +24.6% | +37.0% |
| All | +37.4% | +14.1% | +23.3% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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