+67.4%
VT vs GPN
-39.4%
+106.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.2% |
| 7D | +0.4% | +0.8% | -0.3% | +0.2% |
| 30D | +1.0% | +5.8% | -4.8% | -0.5% |
| 3M | +2.4% | +37.0% | -34.6% | -5.8% |
| 6M | +12.0% | +20.1% | -8.1% | +6.0% |
| YTD | +15.3% | +20.4% | -5.1% | +8.5% |
| 1Y | +22.6% | +7.4% | +15.2% | +18.6% |
| 3Y | +74.7% | -26.1% | +100.8% | +83.5% |
| All | +67.4% | -39.4% | +106.8% | +80.0% |
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