+47.9%
GTEK vs VT
+19.6%
+28.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +0.3% |
| 7D | +0.2% | -1.1% | +1.3% | +2.4% |
| 30D | -4.2% | -1.0% | -3.2% | -2.2% |
| 3M | -3.0% | +3.2% | -6.2% | -8.1% |
| 6M | +35.2% | +12.5% | +22.7% | +10.9% |
| YTD | +42.3% | +14.1% | +28.2% | +14.9% |
| 1Y | +47.9% | +18.9% | +29.0% | +11.4% |
| All | +47.9% | +19.6% | +28.3% | +11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling