-99.1%
GP price history and return analytics
+57.5%
-156.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +174.6% | -0.6% | +175.2% | +175.6% |
| 7D | +100.3% | +2.9% | +97.4% | +87.5% |
| 30D | -23.8% | -2.5% | -21.3% | -21.3% |
| 3M | -84.5% | -3.3% | -81.2% | -83.8% |
| 6M | -77.6% | +1.5% | -79.2% | -78.6% |
| YTD | +57.7% | +11.4% | +46.3% | +28.4% |
| 1Y | -25.0% | +11.9% | -36.9% | -39.6% |
| 3Y | -96.3% | +73.9% | -170.2% | -98.7% |
| All | -99.1% | +57.5% | -156.6% | -99.6% |
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