+118.1%
GPOR vs VT
+73.2%
+44.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -5.7% |
| 7D | -4.1% | -0.3% | -3.8% | -4.0% |
| 30D | +0.8% | -1.4% | +2.2% | +1.7% |
| 3M | +2.2% | -1.4% | +3.5% | +2.9% |
| 6M | -18.3% | +5.5% | -23.8% | -22.5% |
| YTD | -23.5% | +12.8% | -36.3% | -32.1% |
| 1Y | -19.0% | +15.4% | -34.5% | -29.6% |
| 3Y | +19.5% | +76.9% | -57.4% | -28.8% |
| 5Y | +95.5% | +60.4% | +35.1% | +26.0% |
| All | +118.1% | +73.2% | +44.9% | +29.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling