+285.4%
GUT price history and return analytics
+374.2%
-88.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.2% | +0.4% | +1.7% | +1.9% |
| 30D | +3.5% | +1.0% | +2.5% | +2.9% |
| 3M | +6.1% | +2.4% | +3.7% | +4.5% |
| 6M | +11.9% | +12.0% | -0.1% | +4.8% |
| YTD | +15.4% | +15.3% | +0.1% | +6.3% |
| 1Y | +20.5% | +22.6% | -2.1% | +7.2% |
| 3Y | +34.6% | +74.7% | -40.1% | -2.4% |
| 5Y | +31.6% | +66.1% | -34.5% | -3.4% |
| 10Y | +149.9% | +225.0% | -75.1% | +22.8% |
| All | +285.4% | +374.2% | -88.8% | +16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling