-31.7%
GPI vs VT
+10.7%
-42.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | -0.8% |
| 7D | +2.5% | -4.2% | +6.7% | +4.1% |
| 30D | +12.5% | -5.8% | +18.3% | +14.9% |
| 3M | -3.8% | -5.2% | +1.4% | -1.9% |
| 6M | -21.6% | +0.1% | -21.8% | -22.3% |
| YTD | -31.9% | +8.2% | -40.1% | -35.3% |
| 1Y | -31.7% | +10.1% | -41.8% | -35.6% |
| All | -31.7% | +10.7% | -42.4% | -35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling