+0.6%
GPC vs VIG
+58.6%
-58.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | +1.2% | -0.4% | +1.6% | +1.7% |
| 30D | +6.0% | -1.0% | +6.9% | +7.2% |
| 3M | +42.6% | +2.8% | +39.9% | +38.6% |
| 6M | +22.8% | +8.2% | +14.6% | +12.8% |
| YTD | +15.5% | +11.0% | +4.4% | +3.2% |
| 1Y | +2.0% | +16.1% | -14.1% | -13.1% |
| All | +0.6% | +58.6% | -58.0% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling