+8.5%
GAP price history and return analytics
+57.5%
-49.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.4% |
| 7D | -0.1% | -0.1% | +0.1% | +0.3% |
| 30D | -5.4% | -3.1% | -2.4% | -0.8% |
| 3M | +2.9% | -3.5% | +6.4% | +8.6% |
| 6M | -4.4% | +0.5% | -4.9% | -5.8% |
| YTD | -11.6% | +10.8% | -22.4% | -25.5% |
| 1Y | -6.0% | +11.9% | -17.9% | -22.0% |
| 3Y | +78.0% | +73.0% | +5.0% | -24.3% |
| 5Y | +8.5% | +58.6% | -50.1% | -46.0% |
| All | +8.5% | +57.5% | -49.1% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling