+14.1%
VNQ vs GTLB
+6.1%
+8.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +6.8% | -9.7% | +16.5% | +6.7% |
| 30D | +10.0% | +1.7% | +8.3% | +10.0% |
| 3M | 0.0% | +43.6% | -43.6% | +0.4% |
| 6M | +4.5% | +113.0% | -108.5% | +5.3% |
| YTD | +13.9% | +39.5% | -25.6% | +14.2% |
| 1Y | +14.1% | +12.6% | +1.4% | +14.9% |
| All | +14.1% | +6.1% | +8.0% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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