+49.9%
VG vs GD
+6.0%
+43.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -3.1% |
| 7D | -22.0% | -3.9% | -18.1% | -20.7% |
| 30D | -14.7% | +8.1% | -22.8% | -16.9% |
| 3M | -7.1% | -6.8% | -0.3% | -4.2% |
| 6M | -11.2% | +3.0% | -14.2% | -12.8% |
| YTD | +69.8% | +7.8% | +62.1% | +59.0% |
| 1Y | +49.9% | +5.8% | +44.1% | +45.2% |
| All | +49.9% | +6.0% | +43.9% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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