+137.9%
VGT vs GPN
-44.5%
+182.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -0.2% | -4.3% | +4.2% | +1.2% |
| 30D | -0.4% | 0.0% | -0.4% | -0.6% |
| 3M | +4.4% | +35.8% | -31.4% | -6.5% |
| 6M | +32.1% | +22.0% | +10.1% | +21.9% |
| YTD | +28.8% | +15.2% | +13.6% | +20.3% |
| 1Y | +35.3% | +3.5% | +31.9% | +30.8% |
| 3Y | +124.8% | -26.9% | +151.7% | +140.4% |
| All | +137.9% | -44.5% | +182.4% | +164.2% |
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