+28.3%
GPJA price history and return analytics
+161.0%
-132.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -3.2% | +2.4% | -5.6% | -4.0% |
| 30D | -4.1% | -1.5% | -2.6% | -3.6% |
| 3M | -11.9% | -4.1% | -7.8% | -10.7% |
| 6M | -17.9% | +0.6% | -18.5% | -18.2% |
| YTD | -16.6% | +11.0% | -27.6% | -19.7% |
| 1Y | -17.2% | +13.3% | -30.5% | -20.8% |
| 3Y | -7.3% | +73.4% | -80.7% | -24.1% |
| 5Y | -9.9% | +57.4% | -67.3% | -24.3% |
| All | +28.3% | +161.0% | -132.7% | -14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling