+48.5%
GTX price history and return analytics
+149.0%
-100.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.6% |
| 7D | -1.3% | -1.1% | -0.1% | -0.1% |
| 30D | -5.6% | -1.0% | -4.6% | -4.5% |
| 3M | -17.1% | +3.2% | -20.2% | -19.5% |
| 6M | +53.3% | +12.5% | +40.9% | +37.0% |
| YTD | +60.0% | +14.1% | +45.9% | +41.3% |
| 1Y | +109.7% | +18.9% | +90.8% | +77.7% |
| 3Y | +275.8% | +74.1% | +201.7% | +117.7% |
| 5Y | +284.4% | +66.9% | +217.6% | +129.3% |
| All | +48.5% | +149.0% | -100.4% | -45.8% |
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