+266.1%
GTX vs VT
+75.0%
+191.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.4% | +2.4% |
| 7D | +5.2% | +0.4% | +4.8% | +4.6% |
| 30D | -10.7% | +1.0% | -11.7% | -11.8% |
| 3M | -14.6% | +2.4% | -17.0% | -16.9% |
| 6M | +44.1% | +12.0% | +32.1% | +26.8% |
| YTD | +62.0% | +15.3% | +46.6% | +38.4% |
| 1Y | +115.3% | +22.6% | +92.7% | +72.4% |
| All | +266.1% | +75.0% | +191.1% | +101.9% |
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