+349.1%
VT vs GPN
+334.9%
+14.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.7% |
| 7D | -2.3% | +0.6% | -2.9% | -2.6% |
| 30D | -5.0% | +20.1% | -25.1% | -11.9% |
| 3M | -4.9% | +11.4% | -16.3% | -9.6% |
| 6M | -1.5% | +40.8% | -42.4% | -15.4% |
| YTD | +8.5% | +27.1% | -18.6% | -4.6% |
| 1Y | +11.4% | +29.2% | -17.8% | -2.9% |
| 3Y | +70.1% | -9.4% | +79.4% | +63.2% |
| 5Y | +53.7% | -25.1% | +78.9% | +53.5% |
| 10Y | +220.0% | +46.1% | +173.9% | +114.9% |
| All | +349.1% | +334.9% | +14.2% | +45.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling