-54.1%
GSG vs VT
+363.9%
-418.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -5.0% |
| 7D | -7.9% | -0.3% | -7.6% | -7.8% |
| 30D | -3.5% | -1.4% | -2.1% | -2.9% |
| 3M | +12.3% | -1.4% | +13.7% | +12.8% |
| 6M | -1.0% | +5.5% | -6.5% | -4.3% |
| YTD | +48.3% | +12.8% | +35.5% | +37.4% |
| 1Y | +47.6% | +15.4% | +32.2% | +35.0% |
| 3Y | +57.8% | +76.9% | -19.0% | +13.5% |
| 5Y | +96.6% | +60.4% | +36.1% | +47.0% |
| 10Y | +142.4% | +232.8% | -90.4% | +17.0% |
| All | -54.1% | +363.9% | -418.0% | -84.9% |
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