+67.8%
VTV vs GPN
-27.4%
+95.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.1% | -4.3% | +3.2% | -0.3% |
| 30D | -1.0% | 0.0% | -1.0% | -1.1% |
| 3M | +4.6% | +35.8% | -31.2% | -1.5% |
| 6M | +13.5% | +22.0% | -8.5% | +8.6% |
| YTD | +18.5% | +15.2% | +3.3% | +14.3% |
| 1Y | +22.9% | +3.5% | +19.4% | +21.1% |
| 3Y | +67.8% | -26.9% | +94.8% | +73.8% |
| All | +67.8% | -27.4% | +95.2% | +73.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling