+35.3%
GPTY vs VT
+33.9%
+1.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -3.2% |
| 7D | -9.2% | -0.3% | -8.9% | -8.7% |
| 30D | -14.3% | -1.4% | -12.8% | -12.2% |
| 3M | -8.8% | -1.4% | -7.4% | -6.6% |
| 6M | +0.8% | +5.5% | -4.7% | -6.0% |
| YTD | +15.5% | +12.8% | +2.7% | -2.4% |
| 1Y | +10.1% | +15.4% | -5.3% | -9.8% |
| All | +35.3% | +33.9% | +1.4% | -7.5% |
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