+25.5%
VT vs GLXY
-44.8%
+70.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.1% | +3.0% | -3.5% |
| 7D | -4.2% | -28.4% | +24.2% | -2.1% |
| 30D | -5.8% | -41.4% | +35.6% | -2.5% |
| 3M | -5.2% | -31.9% | +26.7% | -3.3% |
| 6M | +0.1% | -57.2% | +57.3% | +5.0% |
| YTD | +8.2% | -41.9% | +50.2% | +9.8% |
| 1Y | +10.1% | -58.7% | +68.8% | +13.7% |
| All | +25.5% | -44.8% | +70.3% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling