+44.4%
GSK vs VT
+57.0%
-12.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.1% | +2.4% | -1.2% | +0.2% |
| 30D | +6.3% | -1.5% | +7.8% | +6.9% |
| 3M | +1.8% | -4.1% | +5.9% | +3.4% |
| 6M | +1.7% | +0.6% | +1.1% | +1.1% |
| YTD | +6.5% | +11.0% | -4.5% | +1.5% |
| 1Y | +9.5% | +13.3% | -3.9% | +3.4% |
| 3Y | +65.3% | +73.4% | -8.1% | +29.8% |
| All | +44.4% | +57.0% | -12.7% | +14.2% |
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