-99.2%
GIPR vs VT
+75.2%
-174.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +24.8% | +0.4% | +24.3% | +24.7% |
| 30D | -29.6% | +1.0% | -30.6% | -29.9% |
| 3M | -74.0% | +2.4% | -76.3% | -74.2% |
| 6M | -85.7% | +12.0% | -97.7% | -86.4% |
| YTD | -91.6% | +15.3% | -106.9% | -92.0% |
| 1Y | -94.2% | +22.6% | -116.8% | -94.6% |
| 3Y | -98.4% | +74.7% | -173.1% | -98.6% |
| All | -99.2% | +75.2% | -174.4% | -99.3% |
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