+119.9%
GSG vs VT
+66.2%
+53.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +4.3% | +0.4% | +3.9% | +4.2% |
| 30D | +14.0% | +1.0% | +13.0% | +13.7% |
| 3M | +7.5% | +2.4% | +5.2% | +6.9% |
| 6M | +25.8% | +12.0% | +13.8% | +22.1% |
| YTD | +51.0% | +15.3% | +35.7% | +45.2% |
| 1Y | +53.1% | +22.6% | +30.5% | +44.1% |
| 3Y | +58.2% | +74.7% | -16.4% | +31.4% |
| All | +119.9% | +66.2% | +53.7% | +88.9% |
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 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