+53.4%
VT vs GPC
+6.4%
+46.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -3.7% |
| 7D | -4.2% | +1.7% | -5.8% | -4.6% |
| 30D | -5.8% | -2.3% | -3.5% | -5.4% |
| 3M | -5.2% | -4.5% | -0.7% | -4.4% |
| 6M | +0.1% | +21.6% | -21.4% | -5.8% |
| YTD | +8.2% | +4.0% | +4.2% | +5.1% |
| 1Y | +10.1% | +3.5% | +6.6% | +7.0% |
| 3Y | +69.7% | +2.1% | +67.5% | +58.7% |
| 5Y | +53.4% | +5.5% | +47.9% | +32.7% |
| All | +53.4% | +6.4% | +46.9% | +32.7% |
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