-85.1%
GT price history and return analytics
+221.8%
-306.9%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.7% |
| 7D | -5.5% | +2.4% | -7.9% | -9.0% |
| 30D | -5.9% | -1.5% | -4.4% | -4.3% |
| 3M | -33.3% | -4.1% | -29.2% | -29.3% |
| 6M | -29.1% | +0.6% | -29.6% | -30.5% |
| YTD | -53.0% | +11.0% | -64.0% | -60.3% |
| 1Y | -45.7% | +13.3% | -59.1% | -55.6% |
| 3Y | -68.3% | +73.4% | -141.7% | -86.5% |
| 5Y | -82.5% | +57.4% | -139.9% | -90.9% |
| All | -85.1% | +221.8% | -306.9% | -97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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