-99.2%
GXAI vs VT
+75.8%
-175.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.2% | +7.4% | +7.4% |
| 7D | -10.7% | -2.3% | -8.3% | -7.2% |
| 30D | -13.2% | -5.0% | -8.3% | -7.0% |
| 3M | -53.6% | -4.9% | -48.8% | -50.3% |
| 6M | -68.0% | -1.5% | -66.4% | -67.0% |
| YTD | -63.2% | +8.5% | -71.7% | -67.1% |
| 1Y | -73.7% | +11.4% | -85.1% | -77.2% |
| 3Y | -91.6% | +70.1% | -161.7% | -95.7% |
| All | -99.2% | +75.8% | -175.0% | -99.6% |
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