+2.4%
GPC vs VT
+69.4%
-67.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +1.2% |
| 7D | +1.7% | -4.2% | +5.8% | +4.5% |
| 30D | -2.3% | -5.8% | +3.5% | +1.5% |
| 3M | -4.5% | -5.2% | +0.7% | -1.1% |
| 6M | +21.6% | +0.1% | +21.4% | +20.6% |
| YTD | +4.0% | +8.2% | -4.2% | -2.6% |
| 1Y | +3.5% | +10.1% | -6.6% | -4.4% |
| All | +2.4% | +69.4% | -67.0% | -32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling