+0.5%
GITS vs VT
+21.4%
-20.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.1% | +6.3% |
| 7D | +1.9% | +1.0% | +0.9% | +0.1% |
| 30D | +1.9% | -0.2% | +2.1% | +2.0% |
| 3M | +17.8% | +4.5% | +13.3% | +5.7% |
| 6M | -0.9% | +14.1% | -15.0% | -30.2% |
| YTD | +207.9% | +14.8% | +193.1% | +125.3% |
| 1Y | +0.5% | +21.2% | -20.7% | -28.4% |
| All | +0.5% | +21.4% | -20.9% | -28.4% |
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