+82.3%
IVV vs GPN
-46.4%
+128.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | +0.3% |
| 7D | -0.4% | -6.2% | +5.9% | +1.3% |
| 30D | -1.4% | +1.0% | -2.4% | -1.8% |
| 3M | +3.7% | +36.9% | -33.2% | -5.1% |
| 6M | +13.0% | +16.8% | -3.7% | +7.4% |
| YTD | +12.4% | +13.2% | -0.8% | +7.1% |
| 1Y | +18.6% | +1.4% | +17.2% | +16.2% |
| 3Y | +78.1% | -28.6% | +106.7% | +88.9% |
| 5Y | +82.3% | -47.0% | +129.3% | +103.2% |
| All | +82.3% | -46.4% | +128.7% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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