+6.3%
GPRF vs VT
+37.2%
-30.9%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | -0.1% |
| 7D | -0.3% | -4.2% | +3.9% | +0.1% |
| 30D | -0.3% | -5.8% | +5.5% | +0.3% |
| 3M | -3.3% | -5.2% | +1.9% | -2.8% |
| 6M | -3.4% | +0.1% | -3.5% | -3.4% |
| YTD | -2.2% | +8.2% | -10.4% | -3.1% |
| 1Y | -2.0% | +10.1% | -12.1% | -3.1% |
| All | +6.3% | +37.2% | -30.9% | +3.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling