+76.0%
GVUS vs VT
+67.1%
+8.9%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +0.1% |
| 7D | +1.3% | +0.4% | +1.0% | +1.0% |
| 30D | +3.6% | -2.6% | +6.2% | +5.6% |
| 3M | +2.4% | -3.2% | +5.6% | +4.9% |
| 6M | +13.2% | +0.9% | +12.2% | +12.0% |
| YTD | +26.2% | +11.3% | +14.9% | +15.3% |
| 1Y | +30.7% | +14.0% | +16.7% | +17.0% |
| All | +76.0% | +67.1% | +8.9% | +13.9% |
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 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