+96.7%
GPIQ vs VT
+89.8%
+6.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.3% | +0.4% | -0.1% | -0.2% |
| 30D | +0.4% | +1.0% | -0.6% | -0.7% |
| 3M | -1.7% | +2.4% | -4.1% | -4.1% |
| 6M | +15.3% | +12.0% | +3.3% | +1.8% |
| YTD | +15.9% | +15.3% | +0.6% | -1.1% |
| 1Y | +24.2% | +22.6% | +1.6% | -1.1% |
| All | +96.7% | +89.8% | +6.9% | +0.6% |
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 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