+27.5%
GMED vs VT
+19.8%
+7.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | -7.6% | -0.1% | -7.5% | -7.5% |
| 30D | -13.5% | -0.7% | -12.8% | -13.1% |
| 3M | -9.7% | +4.0% | -13.7% | -12.7% |
| 6M | -15.1% | +12.3% | -27.4% | -24.8% |
| YTD | -14.6% | +14.0% | -28.7% | -26.8% |
| All | +27.5% | +19.8% | +7.8% | -2.3% |
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