+7.8%
GPC vs VEU
+49.1%
-41.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +0.5% |
| 7D | +0.8% | +0.8% | +0.1% | +0.3% |
| 30D | -1.1% | -1.6% | +0.6% | -0.1% |
| 3M | -6.6% | -4.2% | -2.5% | -4.2% |
| 6M | +22.2% | -1.5% | +23.7% | +22.7% |
| YTD | +5.1% | +11.7% | -6.6% | -3.6% |
| 1Y | +2.8% | +15.6% | -12.8% | -8.0% |
| 3Y | +2.4% | +71.7% | -69.4% | -30.7% |
| 5Y | +7.8% | +49.5% | -41.7% | -15.8% |
| All | +7.8% | +49.1% | -41.3% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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