+36.1%
GMOV vs VT
+39.6%
-3.6%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | -0.1% | +1.0% | -1.1% | -0.8% |
| 30D | +1.3% | -0.2% | +1.6% | +1.5% |
| 3M | +9.1% | +4.5% | +4.5% | +5.5% |
| 6M | +15.8% | +14.1% | +1.7% | +4.6% |
| YTD | +20.0% | +14.8% | +5.3% | +7.7% |
| 1Y | +26.2% | +21.2% | +5.0% | +8.0% |
| All | +36.1% | +39.6% | -3.6% | +2.2% |
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