+24.6%
GLRY vs VT
+57.9%
-33.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.0% |
| 7D | +1.4% | -1.6% | +3.0% | +3.2% |
| 30D | -4.1% | -2.5% | -1.6% | -1.4% |
| 3M | -10.7% | -1.3% | -9.4% | -9.4% |
| 6M | -9.7% | +3.1% | -12.8% | -12.5% |
| YTD | +3.7% | +10.9% | -7.3% | -6.9% |
| 1Y | +0.5% | +12.1% | -11.5% | -10.7% |
| 3Y | +50.4% | +73.9% | -23.5% | -15.3% |
| All | +24.6% | +57.9% | -33.3% | -18.9% |
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