+682.7%
VRT vs GPC
+3.9%
+678.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.3% | +1.8% |
| 7D | +18.6% | -1.3% | +19.9% | +19.1% |
| 30D | -11.7% | -6.0% | -5.6% | -10.1% |
| 3M | -27.3% | -7.6% | -19.7% | -25.7% |
| 6M | -42.9% | +24.2% | -67.1% | -48.8% |
| YTD | +29.5% | +2.7% | +26.8% | +23.4% |
| 1Y | +21.0% | +0.2% | +20.9% | +16.7% |
| 3Y | +403.1% | -0.8% | +403.9% | +331.2% |
| All | +682.7% | +3.9% | +678.7% | +454.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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