+22.1%
GPRK vs VT
+66.2%
-44.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.8% | -2.8% |
| 7D | +17.6% | +0.4% | +17.2% | +17.1% |
| 30D | +22.1% | +1.0% | +21.1% | +21.1% |
| 3M | +4.6% | +2.4% | +2.2% | +2.1% |
| 6M | +38.4% | +12.0% | +26.4% | +24.1% |
| YTD | +57.3% | +15.3% | +42.0% | +37.3% |
| 1Y | +81.0% | +22.6% | +58.4% | +48.2% |
| 3Y | +39.6% | +74.7% | -35.1% | -17.6% |
| All | +22.1% | +66.2% | -44.1% | -25.8% |
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 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