+128.9%
GTEK vs VT
+75.3%
+53.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.7% |
| 7D | +1.6% | +1.0% | +0.6% | 0.0% |
| 30D | -2.8% | -0.2% | -2.6% | -2.4% |
| 3M | -2.2% | +4.5% | -6.8% | -8.3% |
| 6M | +38.6% | +14.1% | +24.5% | +14.7% |
| YTD | +42.0% | +14.8% | +27.2% | +16.9% |
| 1Y | +51.3% | +21.2% | +30.1% | +15.3% |
| All | +128.9% | +75.3% | +53.6% | +3.4% |
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 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