-17.4%
GPJA vs VT
+13.3%
-30.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -1.0% |
| 7D | -2.7% | -0.7% | -2.0% | -2.5% |
| 30D | -3.2% | -1.7% | -1.5% | -2.8% |
| 3M | -11.0% | -2.3% | -8.7% | -10.5% |
| 6M | -16.7% | +1.5% | -18.2% | -17.0% |
| YTD | -15.6% | +12.0% | -27.6% | -18.6% |
| 1Y | -17.4% | +12.9% | -30.3% | -20.7% |
| All | -17.4% | +13.3% | -30.7% | -20.7% |
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