+95.9%
GSG vs VT
+53.2%
+42.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.0% | +1.7% |
| 7D | -7.0% | -4.2% | -2.8% | -6.3% |
| 30D | -3.5% | -5.8% | +2.3% | -2.5% |
| 3M | +13.0% | -5.2% | +18.2% | +14.0% |
| 6M | +0.9% | +0.1% | +0.8% | +0.5% |
| YTD | +49.7% | +8.2% | +41.5% | +45.6% |
| 1Y | +49.8% | +10.1% | +39.7% | +44.8% |
| 3Y | +59.3% | +69.7% | -10.3% | +32.6% |
| 5Y | +95.9% | +53.4% | +42.5% | +77.3% |
| All | +95.9% | +53.2% | +42.7% | +77.3% |
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