+31.1%
GPC vs VSXY
+19.3%
+11.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.4% | +1.3% |
| 7D | -0.6% | -10.7% | +10.1% | +0.5% |
| 30D | +1.3% | -24.3% | +25.6% | +4.2% |
| 3M | +37.1% | +1.0% | +36.1% | +36.4% |
| 6M | +23.2% | +57.4% | -34.2% | +15.1% |
| YTD | +13.1% | +39.8% | -26.7% | +6.4% |
| 1Y | +0.9% | +196.5% | -195.6% | -14.4% |
| 3Y | -0.8% | +357.2% | -358.1% | -26.2% |
| 5Y | +31.1% | +18.9% | +12.2% | +19.7% |
| All | +31.1% | +19.3% | +11.8% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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