+12.2%
GAP vs VO
+43.2%
-31.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | +0.7% |
| 7D | +1.7% | +0.6% | +1.1% | +0.7% |
| 30D | +9.3% | -1.1% | +10.4% | +11.0% |
| 3M | +6.1% | +4.5% | +1.5% | -1.1% |
| 6M | -2.3% | +11.1% | -13.3% | -17.3% |
| YTD | -10.6% | +13.5% | -24.1% | -26.4% |
| 1Y | -4.4% | +14.5% | -18.9% | -22.1% |
| 3Y | +118.3% | +58.1% | +60.2% | +12.0% |
| 5Y | +12.2% | +43.3% | -31.1% | -32.8% |
| All | +12.2% | +43.2% | -31.0% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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