+23.0%
GTY price history and return analytics
+69.7%
-46.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +2.0% | -2.3% | +4.3% | +2.5% |
| 30D | +3.7% | -5.0% | +8.6% | +4.8% |
| 3M | -12.6% | -4.9% | -7.8% | -11.7% |
| 6M | -10.9% | -1.5% | -9.4% | -10.9% |
| YTD | +9.3% | +8.5% | +0.8% | +6.0% |
| 1Y | +13.1% | +11.4% | +1.8% | +8.6% |
| 3Y | +23.0% | +70.1% | -47.1% | -12.6% |
| All | +23.0% | +69.7% | -46.8% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling