+55.3%
GVIP vs VT
+59.7%
-4.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -2.2% |
| 7D | -1.8% | -0.3% | -1.5% | -1.4% |
| 30D | -7.6% | -1.4% | -6.2% | -5.9% |
| 3M | -8.5% | -1.4% | -7.1% | -6.8% |
| 6M | -4.8% | +5.5% | -10.2% | -10.3% |
| YTD | +3.7% | +12.8% | -9.2% | -10.0% |
| 1Y | +5.4% | +15.4% | -10.0% | -10.9% |
| 3Y | +86.2% | +76.9% | +9.3% | -5.7% |
| All | +55.3% | +59.7% | -4.4% | -8.2% |
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 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