+161.0%
GPRK vs VT
+222.7%
-61.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.4% |
| 7D | +1.9% | +2.9% | -1.0% | -1.2% |
| 30D | -21.5% | -2.5% | -18.9% | -19.7% |
| 3M | +0.6% | -3.3% | +3.9% | +3.6% |
| 6M | -6.2% | +1.5% | -7.7% | -8.8% |
| YTD | +26.6% | +11.4% | +15.2% | +10.1% |
| 1Y | +16.8% | +11.9% | +4.9% | +1.0% |
| 3Y | +12.2% | +73.9% | -61.7% | -41.2% |
| 5Y | -16.3% | +57.9% | -74.2% | -51.3% |
| All | +161.0% | +222.7% | -61.7% | -26.0% |
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