+11.4%
VT vs GAP
-5.7%
+17.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.4% | +0.6% |
| 7D | -2.3% | -3.8% | +1.4% | -1.9% |
| 30D | -5.0% | -9.0% | +4.1% | -4.1% |
| 3M | -4.9% | +5.5% | -10.3% | -5.5% |
| 6M | -1.5% | -11.1% | +9.5% | -0.8% |
| YTD | +8.5% | -13.6% | +22.0% | +9.2% |
| 1Y | +11.4% | -2.9% | +14.2% | +9.8% |
| All | +11.4% | -5.7% | +17.1% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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