-99.7%
GP price history and return analytics
+59.5%
-159.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -3.2% |
| 7D | -32.2% | -0.7% | -31.5% | -31.7% |
| 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% | -53.4% |
| 1Y | -72.0% | +12.9% | -84.9% | -77.6% |
| 3Y | -98.7% | +74.9% | -173.6% | -99.5% |
| All | -99.7% | +59.5% | -159.2% | -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 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