-99.4%
GUTS vs VT
+58.3%
-157.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.1% | +7.5% | +6.9% |
| 7D | -9.5% | -0.7% | -8.8% | -8.3% |
| 30D | -80.0% | -1.7% | -78.3% | -79.0% |
| 3M | -89.5% | -2.3% | -87.2% | -88.9% |
| 6M | -90.5% | +1.5% | -92.0% | -90.4% |
| YTD | -96.7% | +12.0% | -108.7% | -97.0% |
| 1Y | -93.3% | +12.9% | -106.2% | -94.1% |
| All | -99.4% | +58.3% | -157.7% | -99.7% |
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