-99.2%
GSIW vs VT
+73.3%
-172.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | -0.3% | +0.4% | -0.7% | -1.0% |
| 30D | -6.8% | +1.0% | -7.7% | -8.2% |
| 3M | -44.1% | +2.4% | -46.4% | -47.0% |
| 6M | +33.1% | +12.0% | +21.1% | +7.8% |
| YTD | -36.0% | +15.3% | -51.4% | -50.3% |
| 1Y | -17.5% | +22.6% | -40.1% | -41.3% |
| All | -99.2% | +73.3% | -172.4% | -99.6% |
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