-7.4%
GPZ price history and return analytics
+24.1%
-31.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -1.0% |
| 7D | +2.0% | -2.3% | +4.3% | +5.2% |
| 30D | +8.4% | -5.0% | +13.4% | +15.7% |
| 3M | -6.5% | -4.9% | -1.6% | -0.2% |
| 6M | -4.0% | -1.5% | -2.4% | -2.1% |
| YTD | -15.4% | +8.5% | -23.9% | -24.1% |
| 1Y | -9.5% | +11.4% | -20.8% | -21.9% |
| All | -7.4% | +24.1% | -31.5% | -36.0% |
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