-99.4%
GP vs VT
+57.9%
-157.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.1% |
| 7D | -35.0% | -1.6% | -33.4% | -32.8% |
| 30D | -69.6% | -2.5% | -67.1% | -68.0% |
| 3M | -88.9% | -1.3% | -87.6% | -88.6% |
| 6M | -83.3% | +3.1% | -86.4% | -84.1% |
| YTD | +9.2% | +10.9% | -1.7% | -8.4% |
| 1Y | -65.2% | +12.1% | -77.3% | -71.2% |
| 3Y | -97.2% | +73.9% | -171.1% | -99.0% |
| All | -99.4% | +57.9% | -157.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling