-96.3%
GTBP vs VT
+67.5%
-163.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.9% | -6.3% | -6.5% |
| 7D | -16.3% | -1.8% | -14.5% | -15.0% |
| 30D | -22.5% | -0.7% | -21.8% | -21.9% |
| 3M | -6.1% | +3.0% | -9.1% | -7.5% |
| 6M | -52.3% | +7.4% | -59.7% | -54.5% |
| YTD | -54.7% | +10.4% | -65.1% | -57.6% |
| 1Y | -82.5% | +21.2% | -103.6% | -84.3% |
| All | -96.3% | +67.5% | -163.7% | -97.2% |
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