+57.9%
GSG vs VT
+76.6%
-18.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.1% |
| 7D | -7.9% | -0.3% | -7.6% | -7.9% |
| 30D | -3.5% | -1.4% | -2.1% | -3.5% |
| 3M | +12.3% | -1.4% | +13.7% | +12.4% |
| 6M | -1.0% | +5.5% | -6.5% | -1.6% |
| YTD | +48.3% | +12.8% | +35.5% | +45.5% |
| 1Y | +47.6% | +15.4% | +32.2% | +43.7% |
| All | +57.9% | +76.6% | -18.7% | +29.0% |
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