-3.0%
GPC vs VYM
+18.4%
-21.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.0% | -1.3% |
| 7D | -3.2% | -0.8% | -2.4% | -2.1% |
| 30D | +0.5% | -2.2% | +2.8% | +3.8% |
| 3M | +31.7% | +3.1% | +28.7% | +26.6% |
| 6M | +24.7% | +9.7% | +15.0% | +10.6% |
| YTD | +11.8% | +14.9% | -3.1% | -5.6% |
| 1Y | -3.0% | +17.6% | -20.5% | -19.6% |
| All | -3.0% | +18.4% | -21.4% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling