-8.5%
GPJA vs VT
+53.4%
-61.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +1.0% | -2.3% | +3.3% | +1.7% |
| 30D | -1.2% | -5.0% | +3.8% | +0.3% |
| 3M | -9.0% | -4.9% | -4.1% | -7.6% |
| 6M | -14.4% | -1.5% | -12.8% | -14.1% |
| YTD | -13.8% | +8.5% | -22.3% | -16.1% |
| 1Y | -15.3% | +11.4% | -26.7% | -18.2% |
| 3Y | -5.3% | +70.1% | -75.4% | -20.7% |
| All | -8.5% | +53.4% | -61.9% | -23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling