-72.5%
GTN vs VT
+53.4%
-125.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | +9.6% | -2.3% | +11.9% | +12.7% |
| 30D | +3.1% | -5.0% | +8.1% | +9.7% |
| 3M | +16.9% | -4.9% | +21.7% | +24.4% |
| 6M | -7.7% | -1.5% | -6.1% | -6.3% |
| YTD | +7.3% | +8.5% | -1.2% | -4.1% |
| 1Y | +14.6% | +11.4% | +3.2% | -0.9% |
| 3Y | -20.5% | +70.1% | -90.5% | -58.8% |
| All | -72.5% | +53.4% | -125.9% | -84.5% |
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