+6.3%
GNOM vs VT
+151.4%
-145.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.8% | +0.4% | -1.3% | -1.4% |
| 30D | +14.1% | +1.0% | +13.1% | +12.9% |
| 3M | +26.9% | +2.4% | +24.5% | +23.3% |
| 6M | +36.7% | +12.0% | +24.7% | +19.4% |
| YTD | +41.5% | +15.3% | +26.2% | +19.3% |
| 1Y | +75.7% | +22.6% | +53.1% | +37.9% |
| 3Y | +43.1% | +74.7% | -31.5% | -24.8% |
| 5Y | -34.3% | +66.1% | -100.4% | -63.0% |
| All | +6.3% | +151.4% | -145.1% | -57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling