-2.2%
GPJA vs VT
+74.1%
-76.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -0.2% |
| 7D | +1.4% | +0.4% | +1.1% | +1.3% |
| 30D | -0.9% | -2.6% | +1.7% | -0.2% |
| 3M | -9.0% | -3.2% | -5.7% | -8.3% |
| 6M | -14.2% | +0.9% | -15.2% | -14.5% |
| YTD | -13.5% | +11.3% | -24.8% | -15.8% |
| 1Y | -14.7% | +14.0% | -28.7% | -17.5% |
| 3Y | -2.2% | +75.8% | -78.0% | -21.3% |
| All | -2.2% | +74.1% | -76.3% | -21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling