+10.7%
GPRK vs VT
+364.7%
-354.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -0.4% |
| 7D | -15.6% | -4.2% | -11.4% | -13.2% |
| 30D | -20.2% | -5.8% | -14.4% | -17.0% |
| 3M | -3.6% | -5.2% | +1.7% | -0.2% |
| 6M | -6.6% | +0.1% | -6.7% | -7.3% |
| YTD | +24.2% | +8.2% | +16.0% | +16.2% |
| 1Y | +19.1% | +10.1% | +9.0% | +9.9% |
| 3Y | +3.0% | +69.7% | -66.7% | -29.4% |
| 5Y | -23.8% | +53.4% | -77.2% | -44.3% |
| 10Y | +157.4% | +219.2% | -61.8% | +44.5% |
| All | +10.7% | +364.7% | -354.0% | -32.3% |
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