+7.9%
GNOM vs VT
+141.4%
-133.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.6% |
| 7D | -4.1% | -0.1% | -3.9% | -3.6% |
| 30D | -5.1% | -3.1% | -2.1% | -1.0% |
| 3M | +9.2% | -3.5% | +12.7% | +14.6% |
| 6M | +40.8% | +0.5% | +40.3% | +40.7% |
| YTD | +43.7% | +10.8% | +32.9% | +27.8% |
| 1Y | +53.6% | +11.9% | +41.7% | +35.1% |
| 3Y | +75.7% | +73.0% | +2.7% | -6.1% |
| 5Y | -22.9% | +58.6% | -81.5% | -54.0% |
| All | +7.9% | +141.4% | -133.6% | -54.9% |
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