+126.2%
GARP price history and return analytics
+66.2%
+60.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.5% |
| 7D | +2.0% | +1.0% | +1.0% | +0.7% |
| 30D | +0.5% | -0.2% | +0.7% | +0.8% |
| 3M | +5.4% | +4.5% | +0.8% | -0.3% |
| 6M | +26.5% | +14.1% | +12.4% | +7.3% |
| YTD | +23.3% | +14.8% | +8.5% | +3.8% |
| 1Y | +33.0% | +21.2% | +11.8% | +4.7% |
| 3Y | +130.3% | +76.6% | +53.7% | +15.3% |
| 5Y | +126.2% | +66.6% | +59.6% | +23.6% |
| All | +126.2% | +66.2% | +60.0% | +23.6% |
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