-62.9%
GT price history and return analytics
+66.2%
-129.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -5.9% | -5.6% |
| 7D | -2.3% | +1.0% | -3.3% | -3.9% |
| 30D | -9.2% | -0.2% | -8.9% | -8.7% |
| 3M | +0.9% | +4.5% | -3.7% | -6.5% |
| 6M | -22.0% | +14.1% | -36.1% | -37.9% |
| YTD | -33.2% | +14.8% | -48.0% | -47.3% |
| 1Y | -31.9% | +21.2% | -53.1% | -51.3% |
| 3Y | -54.0% | +76.6% | -130.6% | -83.5% |
| 5Y | -62.9% | +66.6% | -129.5% | -83.2% |
| All | -62.9% | +66.2% | -129.1% | -83.2% |
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