+39.9%
GPJA price history and return analytics
+168.1%
-128.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.7% |
| 7D | -2.1% | -1.1% | -1.0% | -1.7% |
| 30D | -3.7% | -1.0% | -2.8% | -3.4% |
| 3M | -7.2% | +3.2% | -10.3% | -8.2% |
| 6M | -11.1% | +12.5% | -23.6% | -14.7% |
| YTD | -9.0% | +14.1% | -23.1% | -13.2% |
| 1Y | -11.0% | +18.9% | -29.9% | -16.3% |
| 3Y | -0.8% | +74.1% | -74.8% | -18.8% |
| 5Y | -1.5% | +66.9% | -68.3% | -18.9% |
| All | +39.9% | +168.1% | -128.3% | -7.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling