-86.7%
GTE vs VT
+374.2%
-460.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.3% | +0.4% | +1.9% | +1.6% |
| 30D | +7.0% | +1.0% | +6.0% | +5.3% |
| 3M | +22.7% | +2.4% | +20.3% | +16.9% |
| 6M | +46.6% | +12.0% | +34.6% | +19.1% |
| YTD | +138.2% | +15.3% | +122.9% | +85.9% |
| 1Y | +149.4% | +22.6% | +126.8% | +77.4% |
| 3Y | +54.4% | +74.7% | -20.2% | -34.0% |
| 5Y | +74.1% | +66.1% | +8.0% | -19.9% |
| 10Y | -65.4% | +225.0% | -290.4% | -93.1% |
| All | -86.7% | +374.2% | -460.9% | -98.4% |
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