+3,915.8%
VTR vs GPN
+2,494.6%
+1,421.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.6% |
| 7D | -1.8% | -3.5% | +1.7% | -0.7% |
| 30D | +4.0% | +3.1% | +0.9% | +2.8% |
| 3M | +7.8% | +42.3% | -34.4% | -4.6% |
| 6M | +6.4% | +20.9% | -14.5% | -1.6% |
| YTD | +18.3% | +15.2% | +3.1% | +9.9% |
| 1Y | +33.9% | +5.4% | +28.5% | +27.3% |
| 3Y | +134.3% | -27.4% | +161.7% | +143.1% |
| 5Y | +90.3% | -44.2% | +134.5% | +109.5% |
| 10Y | +100.1% | +27.4% | +72.8% | +74.1% |
| All | +3,915.8% | +2,494.6% | +1,421.2% | +2,052.2% |
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 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