-98.6%
GP price history and return analytics
+75.6%
-174.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -3.0% |
| 7D | -32.2% | -0.7% | -31.5% | -31.6% |
| 30D | -73.3% | -1.7% | -71.6% | -72.6% |
| 3M | -94.1% | -2.3% | -91.8% | -93.9% |
| 6M | -91.9% | +1.5% | -93.4% | -92.1% |
| YTD | -42.6% | +12.0% | -54.6% | -52.3% |
| 1Y | -72.0% | +12.9% | -84.9% | -77.0% |
| All | -98.6% | +75.6% | -174.2% | -99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling