-75.1%
GSOL vs VT
+65.8%
-140.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | -1.9% | +0.4% | -2.3% | -2.7% |
| 30D | +37.0% | +1.0% | +36.0% | +34.3% |
| 3M | +49.1% | +2.4% | +46.8% | +42.5% |
| 6M | +11.9% | +12.0% | -0.1% | -12.3% |
| YTD | -15.3% | +15.3% | -30.6% | -36.8% |
| 1Y | -54.6% | +22.6% | -77.2% | -70.0% |
| All | -75.1% | +65.8% | -140.9% | -90.3% |
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