+89.5%
GPOR vs VT
+53.2%
+36.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.5% | +0.4% |
| 7D | -6.1% | -4.2% | -2.0% | -3.3% |
| 30D | -3.8% | -5.8% | +2.0% | +0.2% |
| 3M | -0.7% | -5.2% | +4.6% | +2.9% |
| 6M | -20.6% | +0.1% | -20.7% | -21.7% |
| YTD | -25.4% | +8.2% | -33.7% | -31.9% |
| 1Y | -21.2% | +10.1% | -31.4% | -29.2% |
| 3Y | +16.5% | +69.7% | -53.2% | -28.8% |
| 5Y | +89.5% | +53.4% | +36.1% | +30.7% |
| All | +89.5% | +53.2% | +36.3% | +30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling