-98.4%
GXAI vs VT
+86.9%
-185.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.1% | +0.4% | -3.5% | -3.6% |
| 30D | -12.2% | +1.0% | -13.2% | -13.0% |
| 3M | -45.3% | +2.4% | -47.7% | -46.7% |
| 6M | -39.1% | +12.0% | -51.1% | -46.8% |
| YTD | -29.4% | +15.3% | -44.8% | -41.7% |
| 1Y | -51.6% | +22.6% | -74.2% | -62.8% |
| 3Y | -85.1% | +74.7% | -159.7% | -92.2% |
| All | -98.4% | +86.9% | -185.3% | -99.3% |
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