-86.5%
GTEC vs VT
+66.2%
-152.7%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +7.2% | +0.4% | +6.7% | +6.8% |
| 30D | +77.5% | +1.0% | +76.5% | +76.1% |
| 3M | +44.7% | +2.4% | +42.3% | +41.7% |
| 6M | +25.8% | +12.0% | +13.8% | +13.7% |
| YTD | +55.8% | +15.3% | +40.5% | +36.7% |
| 1Y | -28.0% | +22.6% | -50.6% | -40.3% |
| 3Y | -72.2% | +74.7% | -146.8% | -82.7% |
| All | -86.5% | +66.2% | -152.7% | -90.7% |
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