-65.1%
GT vs VT
+69.7%
-134.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.3% |
| 7D | +1.6% | -2.3% | +3.9% | +4.6% |
| 30D | -7.0% | -5.0% | -2.1% | -0.7% |
| 3M | -35.5% | -4.9% | -30.6% | -31.2% |
| 6M | -40.3% | -1.5% | -38.7% | -39.5% |
| YTD | -50.2% | +8.5% | -58.7% | -56.0% |
| 1Y | -44.2% | +11.4% | -55.5% | -52.5% |
| 3Y | -65.1% | +70.1% | -135.2% | -86.0% |
| All | -65.1% | +69.7% | -134.9% | -86.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling