+308.3%
GVIP vs VT
+221.1%
+87.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.6% | +1.6% |
| 7D | -0.7% | -1.6% | +0.9% | +1.2% |
| 30D | -6.3% | -2.5% | -3.8% | -3.4% |
| 3M | -6.9% | -1.3% | -5.6% | -5.3% |
| 6M | -4.7% | +3.1% | -7.8% | -7.4% |
| YTD | +3.7% | +10.9% | -7.2% | -7.2% |
| 1Y | +3.5% | +12.1% | -8.6% | -8.4% |
| 3Y | +86.3% | +73.9% | +12.4% | +0.9% |
| 5Y | +57.0% | +58.0% | -1.0% | -4.4% |
| All | +308.3% | +221.1% | +87.1% | +19.0% |
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 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