+297.8%
VTI vs GSK
+80.1%
+217.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.9% | -3.5% | +2.6% | +0.2% |
| 30D | -1.4% | -3.4% | +2.0% | -0.5% |
| 3M | +3.6% | -8.1% | +11.7% | +6.0% |
| 6M | +13.6% | -11.1% | +24.7% | +17.2% |
| YTD | +12.9% | +0.7% | +12.2% | +11.4% |
| 1Y | +17.2% | +20.1% | -2.9% | +8.5% |
| 3Y | +75.7% | +46.1% | +29.6% | +47.1% |
| 5Y | +75.4% | +48.2% | +27.2% | +42.4% |
| All | +297.8% | +80.1% | +217.7% | +198.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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