+17.6%
GXPS vs VT
+17.8%
-0.2%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -1.4% |
| 7D | +0.6% | -2.3% | +2.9% | +0.5% |
| 30D | +10.5% | -5.0% | +15.5% | +10.1% |
| 3M | +8.3% | -4.9% | +13.1% | +7.8% |
| 6M | +7.5% | -1.5% | +9.0% | +7.2% |
| YTD | +19.6% | +8.5% | +11.2% | +18.2% |
| 1Y | +23.1% | +11.4% | +11.7% | +21.9% |
| All | +17.6% | +17.8% | -0.2% | +15.3% |
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 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