-99.7%
GP price history and return analytics
+104.7%
-204.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.3% |
| 7D | -46.4% | -2.3% | -44.1% | -44.4% |
| 30D | -68.4% | -5.0% | -63.5% | -65.2% |
| 3M | -92.1% | -4.9% | -87.2% | -91.3% |
| 6M | -88.4% | -1.5% | -86.9% | -88.1% |
| YTD | -25.1% | +8.5% | -33.6% | -35.9% |
| 1Y | -66.2% | +11.4% | -77.6% | -72.5% |
| 3Y | -98.2% | +70.1% | -168.3% | -99.4% |
| 5Y | -99.6% | +53.7% | -153.3% | -99.8% |
| All | -99.7% | +104.7% | -204.4% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling