-16.8%
GYRE vs VT
+75.0%
-91.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.6% |
| 7D | +4.1% | +0.4% | +3.6% | +3.4% |
| 30D | +10.1% | +1.0% | +9.1% | +8.5% |
| 3M | +10.8% | +2.4% | +8.4% | +6.5% |
| 6M | -17.1% | +12.0% | -29.2% | -30.7% |
| YTD | -2.8% | +15.3% | -18.2% | -22.3% |
| 1Y | -9.5% | +22.6% | -32.1% | -34.7% |
| All | -16.8% | +75.0% | -91.8% | -52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling