+57.8%
GUNR vs VT
+53.4%
+4.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -2.3% | -2.3% | 0.0% | -0.7% |
| 30D | -1.3% | -5.0% | +3.6% | +2.4% |
| 3M | 0.0% | -4.9% | +4.8% | +3.6% |
| 6M | -3.7% | -1.5% | -2.1% | -3.0% |
| YTD | +16.0% | +8.5% | +7.5% | +8.0% |
| 1Y | +24.4% | +11.4% | +13.0% | +13.4% |
| 3Y | +44.5% | +70.1% | -25.6% | -7.6% |
| All | +57.8% | +53.4% | +4.4% | +8.7% |
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