-99.8%
GP price history and return analytics
+109.0%
-208.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -0.5% | -12.6% | -12.1% |
| 7D | -46.8% | -0.1% | -46.7% | -47.6% |
| 30D | -75.9% | -3.1% | -72.8% | -74.6% |
| 3M | -93.9% | -3.5% | -90.4% | -93.6% |
| 6M | -91.8% | +0.5% | -92.2% | -91.9% |
| YTD | -41.9% | +10.8% | -52.7% | -52.5% |
| 1Y | -72.2% | +11.9% | -84.1% | -77.8% |
| 3Y | -98.6% | +73.0% | -171.6% | -99.5% |
| 5Y | -99.7% | +58.6% | -158.3% | -99.9% |
| All | -99.8% | +109.0% | -208.8% | -100.0% |
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 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