-81.6%
GT vs VT
+53.2%
-134.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.9% | +4.4% |
| 7D | +0.5% | -4.2% | +4.6% | +7.4% |
| 30D | -4.5% | -5.8% | +1.3% | +4.9% |
| 3M | -35.9% | -5.2% | -30.6% | -30.3% |
| 6M | -37.1% | +0.1% | -37.3% | -38.0% |
| YTD | -49.2% | +8.2% | -57.4% | -56.1% |
| 1Y | -44.7% | +10.1% | -54.8% | -53.6% |
| 3Y | -64.6% | +69.7% | -134.3% | -86.5% |
| 5Y | -81.6% | +53.4% | -134.9% | -90.9% |
| All | -81.6% | +53.2% | -134.8% | -90.9% |
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