+97.1%
GPI price history and return analytics
+66.2%
+30.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.8% |
| 7D | +14.2% | +0.4% | +13.7% | +13.7% |
| 30D | +8.6% | +1.0% | +7.6% | +7.5% |
| 3M | -1.3% | +2.4% | -3.7% | -4.4% |
| 6M | -7.6% | +12.0% | -19.6% | -18.7% |
| YTD | -23.1% | +15.3% | -38.4% | -34.6% |
| 1Y | -36.9% | +22.6% | -59.5% | -49.9% |
| 3Y | +13.0% | +74.7% | -61.6% | -39.7% |
| All | +97.1% | +66.2% | +30.9% | +10.7% |
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