+715.9%
VTV vs GPN
+721.0%
-5.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -1.1% | -4.6% | +3.5% | +0.4% |
| 30D | -1.0% | -0.3% | -0.8% | -1.1% |
| 3M | +4.6% | +35.4% | -30.8% | -6.2% |
| 6M | +13.5% | +21.7% | -8.2% | +4.7% |
| YTD | +18.5% | +14.9% | +3.6% | +10.3% |
| 1Y | +22.9% | +3.2% | +19.7% | +18.2% |
| 3Y | +67.8% | -27.1% | +95.0% | +75.9% |
| 5Y | +81.8% | -44.4% | +126.2% | +102.1% |
| 10Y | +233.0% | +27.0% | +206.0% | +163.0% |
| All | +715.9% | +721.0% | -5.0% | +242.0% |
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 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