-38.8%
GYRE vs VT
+13.3%
-52.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.2% | -6.2% |
| 7D | -32.0% | -1.6% | -30.4% | -29.3% |
| 30D | -37.6% | -2.5% | -35.1% | -34.2% |
| 3M | -27.3% | -1.3% | -26.0% | -24.8% |
| 6M | -43.1% | +3.1% | -46.2% | -45.3% |
| YTD | -37.1% | +10.9% | -48.0% | -45.7% |
| All | -38.8% | +13.3% | -52.0% | -49.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling