-4.7%
GPN vs VT
+75.6%
-80.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -2.5% |
| 7D | +4.3% | -0.7% | +5.0% | +4.9% |
| 30D | +22.1% | -1.7% | +23.9% | +23.9% |
| 3M | +17.1% | -2.3% | +19.4% | +19.5% |
| 6M | +46.7% | +1.5% | +45.2% | +42.6% |
| YTD | +30.8% | +12.0% | +18.7% | +12.2% |
| 1Y | +31.5% | +12.9% | +18.6% | +11.7% |
| All | -4.7% | +75.6% | -80.3% | -54.5% |
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