+51.8%
VG vs GD
+9.0%
+42.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -2.6% | -5.1% | -6.7% |
| 7D | -16.4% | +3.0% | -19.3% | -17.1% |
| 30D | -10.8% | +10.5% | -21.3% | -13.9% |
| 3M | -6.3% | -5.0% | -1.3% | -4.2% |
| 6M | -12.5% | +5.5% | -18.0% | -15.0% |
| YTD | +76.9% | +10.3% | +66.6% | +63.9% |
| 1Y | +51.8% | +8.2% | +43.6% | +45.8% |
| All | +51.8% | +9.0% | +42.8% | +45.8% |
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