+21.7%
GPN vs VYM
+21.8%
0.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.2% | -3.5% |
| 7D | +15.0% | +1.2% | +13.9% | +13.1% |
| 30D | +16.9% | +5.2% | +11.7% | +8.9% |
| 3M | +9.2% | +0.5% | +8.7% | +8.5% |
| 6M | +34.7% | +7.7% | +27.0% | +22.0% |
| YTD | +25.4% | +17.2% | +8.2% | +2.3% |
| 1Y | +21.7% | +21.7% | +0.1% | -5.5% |
| All | +21.7% | +21.8% | 0.0% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling