-97.6%
GTBP vs VT
+66.2%
-163.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1,592.9% | +4.5% | +1,588.4% | +1,563.6% |
| 7D | +1,592.9% | +4.5% | +1,588.4% | +1,563.6% |
| 30D | +1,592.9% | +4.5% | +1,588.4% | +1,563.6% |
| 3M | +1,163.1% | +2.4% | +1,160.7% | +1,175.5% |
| 6M | +1,225.6% | +12.0% | +1,213.6% | +1,104.6% |
| YTD | +667.3% | +15.3% | +652.0% | +572.7% |
| 1Y | +548.5% | +22.6% | +526.0% | +436.5% |
| 3Y | -28.5% | +74.7% | -103.2% | -62.5% |
| All | -97.6% | +66.2% | -163.8% | -98.5% |
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