-99.6%
GIPR vs VT
+64.4%
-164.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -4.1% | -6.4% | -8.8% |
| 7D | -19.6% | -4.2% | -15.4% | -18.0% |
| 30D | -31.4% | -5.8% | -25.6% | -29.6% |
| 3M | -65.9% | -5.2% | -60.6% | -65.1% |
| 6M | -90.2% | +0.1% | -90.3% | -90.2% |
| YTD | -95.9% | +8.2% | -104.2% | -96.0% |
| 1Y | -97.6% | +10.1% | -107.7% | -97.7% |
| 3Y | -99.3% | +69.7% | -169.0% | -99.4% |
| 5Y | -99.5% | +53.4% | -152.9% | -99.6% |
| All | -99.6% | +64.4% | -164.0% | -99.7% |
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