-99.7%
GP price history and return analytics
+57.4%
-157.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +2.6% | -13.4% | -15.5% |
| 7D | -39.5% | +0.4% | -39.8% | -40.9% |
| 30D | -72.3% | -2.6% | -69.7% | -71.1% |
| 3M | -93.3% | -3.2% | -90.0% | -92.9% |
| 6M | -90.5% | +0.9% | -91.5% | -90.8% |
| YTD | -33.2% | +11.3% | -44.5% | -45.2% |
| 1Y | -68.8% | +14.0% | -82.8% | -75.5% |
| 3Y | -98.5% | +75.8% | -174.3% | -99.5% |
| 5Y | -99.7% | +57.8% | -157.5% | -99.8% |
| All | -99.7% | +57.4% | -157.0% | -99.8% |
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