-44.2%
GPN vs VO
+40.2%
-84.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.9% |
| 7D | -3.5% | -2.5% | -1.0% | -0.5% |
| 30D | +3.1% | -3.2% | +6.4% | +7.4% |
| 3M | +42.3% | +3.9% | +38.4% | +36.0% |
| 6M | +20.9% | +9.6% | +11.2% | +8.4% |
| YTD | +15.2% | +11.6% | +3.6% | +1.2% |
| 1Y | +5.4% | +12.6% | -7.2% | -8.2% |
| 3Y | -27.4% | +55.4% | -82.8% | -56.0% |
| 5Y | -44.2% | +41.8% | -86.0% | -64.0% |
| All | -44.2% | +40.2% | -84.4% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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