-82.6%
GT price history and return analytics
+57.5%
-140.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.4% | -3.1% |
| 7D | -9.5% | -0.1% | -9.3% | -9.7% |
| 30D | -14.1% | -3.1% | -11.0% | -10.1% |
| 3M | -33.3% | -3.5% | -29.8% | -29.7% |
| 6M | -38.2% | +0.5% | -38.7% | -39.5% |
| YTD | -54.1% | +10.8% | -64.9% | -61.9% |
| 1Y | -47.0% | +11.9% | -58.9% | -56.7% |
| 3Y | -68.7% | +73.0% | -141.7% | -88.5% |
| 5Y | -82.6% | +58.6% | -141.2% | -91.9% |
| All | -82.6% | +57.5% | -140.1% | -91.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling