-72.6%
GT vs VT
+345.0%
-417.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.9% | +3.9% |
| 7D | +0.5% | -4.2% | +4.6% | +6.9% |
| 30D | -4.5% | -5.8% | +1.3% | +4.3% |
| 3M | -35.9% | -5.2% | -30.6% | -30.6% |
| 6M | -37.1% | +0.1% | -37.3% | -37.8% |
| YTD | -49.2% | +8.2% | -57.4% | -55.2% |
| 1Y | -44.7% | +10.1% | -54.8% | -52.5% |
| 3Y | -64.6% | +69.7% | -134.3% | -84.0% |
| 5Y | -81.6% | +53.4% | -134.9% | -89.7% |
| 10Y | -82.6% | +219.2% | -301.8% | -96.6% |
| All | -72.6% | +345.0% | -417.6% | -96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling