+70.8%
GMOI vs VT
+37.6%
+33.2%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.1% |
| 7D | -2.3% | -2.0% | -0.3% | -0.8% |
| 30D | +0.5% | -1.4% | +1.9% | +1.6% |
| 3M | +10.3% | +4.7% | +5.6% | +6.3% |
| 6M | +14.2% | +11.4% | +2.8% | +4.8% |
| YTD | +22.9% | +13.1% | +9.8% | +11.5% |
| 1Y | +35.4% | +19.0% | +16.4% | +18.0% |
| All | +70.8% | +37.6% | +33.2% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling