+1,483.9%
GPI vs VT
+364.8%
+1,119.1%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.0% |
| 7D | -0.9% | -2.0% | +1.1% | +1.7% |
| 30D | +6.1% | -1.4% | +7.5% | +8.1% |
| 3M | -13.4% | +4.7% | -18.1% | -19.0% |
| 6M | -9.6% | +11.4% | -20.9% | -22.2% |
| YTD | -27.9% | +13.1% | -41.0% | -39.3% |
| 1Y | -39.7% | +19.0% | -58.8% | -52.5% |
| 3Y | +9.3% | +73.9% | -64.6% | -47.1% |
| 5Y | +84.0% | +65.4% | +18.6% | -5.0% |
| 10Y | +417.7% | +225.4% | +192.3% | +21.2% |
| All | +1,483.9% | +364.8% | +1,119.1% | +144.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling