-72.1%
GP vs VT
+15.2%
-87.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.5% | +1.7% | -24.2% | -27.6% |
| 7D | -49.2% | -0.3% | -48.9% | -49.2% |
| 30D | -76.5% | -1.4% | -75.1% | -75.6% |
| 3M | -91.2% | -1.4% | -89.9% | -90.9% |
| 6M | -86.7% | +5.5% | -92.2% | -89.5% |
| YTD | -15.3% | +12.8% | -28.1% | -60.7% |
| 1Y | -72.1% | +15.4% | -87.6% | -88.0% |
| All | -72.1% | +15.2% | -87.3% | -88.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling