+29.8%
GTO price history and return analytics
+221.8%
-192.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -1.4% | +2.4% | -3.8% | -1.5% |
| 30D | +0.4% | -1.5% | +1.9% | +0.5% |
| 3M | -2.1% | -4.1% | +2.0% | -2.0% |
| 6M | -2.0% | +0.6% | -2.5% | -2.0% |
| YTD | -1.6% | +11.0% | -12.6% | -2.0% |
| 1Y | -1.0% | +13.3% | -14.4% | -1.5% |
| 3Y | +15.5% | +73.4% | -57.8% | +13.3% |
| 5Y | -2.3% | +57.4% | -59.7% | -4.6% |
| All | +29.8% | +221.8% | -192.0% | +27.8% |
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