+68.7%
VTV vs GPC
-2.2%
+71.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.3% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | +0.1% | -0.4% | +0.5% | +0.2% |
| 3M | +6.2% | +39.2% | -33.0% | -0.9% |
| 6M | +13.5% | +18.2% | -4.7% | +9.3% |
| YTD | +18.9% | +12.1% | +6.8% | +14.9% |
| 1Y | +25.8% | -0.7% | +26.5% | +24.8% |
| 3Y | +68.7% | -1.7% | +70.4% | +61.5% |
| All | +68.7% | -2.2% | +71.0% | +61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling