-73.4%
GTM vs VT
+69.4%
-142.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -4.1% | -14.1% | -12.2% |
| 7D | -22.2% | -4.2% | -18.0% | -16.4% |
| 30D | -4.5% | -5.8% | +1.3% | +5.1% |
| 3M | -4.8% | -5.2% | +0.5% | +3.7% |
| 6M | -46.9% | +0.1% | -47.0% | -47.3% |
| YTD | -65.7% | +8.2% | -74.0% | -70.1% |
| 1Y | -68.9% | +10.1% | -79.1% | -73.7% |
| All | -73.4% | +69.4% | -142.7% | -89.8% |
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