-64.4%
GT vs VT
+69.4%
-133.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.9% | +3.1% |
| 7D | +0.5% | -4.2% | +4.6% | +6.1% |
| 30D | -4.5% | -5.8% | +1.3% | +3.2% |
| 3M | -35.9% | -5.2% | -30.6% | -31.3% |
| 6M | -37.1% | +0.1% | -37.3% | -37.8% |
| YTD | -49.2% | +8.2% | -57.4% | -54.9% |
| 1Y | -44.7% | +10.1% | -54.8% | -52.1% |
| All | -64.4% | +69.4% | -133.8% | -85.6% |
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 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