+72.0%
GVUS vs VT
+73.2%
-1.2%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.3% | +0.4% | -0.8% | -0.7% |
| 30D | +0.4% | +1.0% | -0.5% | -0.3% |
| 3M | +7.2% | +2.4% | +4.8% | +5.1% |
| 6M | +16.1% | +12.0% | +4.1% | +5.9% |
| YTD | +23.3% | +15.3% | +7.9% | +9.7% |
| 1Y | +29.6% | +22.6% | +7.0% | +9.6% |
| All | +72.0% | +73.2% | -1.2% | +8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling