-19.7%
GNTX vs VT
+66.2%
-85.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.0% |
| 7D | +3.0% | +1.0% | +2.0% | +2.1% |
| 30D | -5.3% | -0.2% | -5.1% | -5.1% |
| 3M | -7.3% | +4.5% | -11.8% | -10.9% |
| 6M | +4.4% | +14.1% | -9.7% | -7.5% |
| YTD | -0.5% | +14.8% | -15.2% | -12.3% |
| 1Y | -19.0% | +21.2% | -40.2% | -32.2% |
| 3Y | -24.6% | +76.6% | -101.1% | -56.4% |
| 5Y | -19.7% | +66.6% | -86.3% | -51.7% |
| All | -19.7% | +66.2% | -85.9% | -51.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling