-4.5%
GIND vs VT
+13.0%
-17.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -0.3% |
| 7D | +5.9% | +0.4% | +5.5% | +5.4% |
| 30D | +8.4% | -2.6% | +11.0% | +10.5% |
| 3M | +2.0% | -3.2% | +5.2% | +4.5% |
| 6M | +4.4% | +0.9% | +3.4% | +3.1% |
| YTD | -3.2% | +11.3% | -14.6% | -12.0% |
| All | -4.5% | +13.0% | -17.5% | -13.5% |
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