+297.8%
VTI vs GILD
+163.6%
+134.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -0.9% | -4.8% | +3.9% | +0.4% |
| 30D | -1.4% | +5.8% | -7.2% | -3.0% |
| 3M | +3.6% | +14.9% | -11.3% | -0.5% |
| 6M | +13.6% | -0.4% | +14.0% | +13.3% |
| YTD | +12.9% | +18.5% | -5.6% | +7.1% |
| 1Y | +17.2% | +25.1% | -7.9% | +9.2% |
| 3Y | +75.7% | +105.9% | -30.2% | +39.0% |
| 5Y | +75.4% | +143.0% | -67.5% | +29.9% |
| All | +297.8% | +163.6% | +134.2% | +182.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 10y: compounded portfolio wealth divided by compounded GILD 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…
10y analysis · Full analysis span regression · 6 months rolling