+82.1%
GPCR vs VT
+85.2%
-3.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.1% | +0.4% | -0.5% | -0.5% |
| 30D | -6.3% | +1.0% | -7.3% | -7.2% |
| 3M | +21.2% | +2.4% | +18.8% | +18.4% |
| 6M | -25.0% | +12.0% | -37.0% | -33.0% |
| YTD | -31.9% | +15.3% | -47.3% | -40.9% |
| 1Y | +139.6% | +22.6% | +117.0% | +95.4% |
| 3Y | +61.2% | +74.7% | -13.5% | -2.5% |
| All | +82.1% | +85.2% | -3.1% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling