-3.9%
GPN vs VLTO
+72.9%
-76.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.8% | +3.8% |
| 7D | +3.7% | +1.6% | +2.0% | +2.6% |
| 30D | +23.6% | +22.0% | +1.6% | +9.5% |
| 3M | +18.3% | +21.9% | -3.6% | +4.8% |
| 6M | +47.8% | +36.5% | +11.3% | +22.5% |
| YTD | +32.6% | +19.0% | +13.6% | +18.7% |
| 1Y | +36.0% | +21.0% | +15.0% | +20.3% |
| 3Y | -3.9% | +69.9% | -73.7% | -21.4% |
| All | -3.9% | +72.9% | -76.8% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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