+1,010.9%
GFI vs VEU
+155.0%
+855.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -2.1% |
| 7D | -4.9% | -1.4% | -3.4% | -3.8% |
| 30D | +10.7% | -0.4% | +11.2% | +11.3% |
| 3M | +25.6% | +2.5% | +23.1% | +23.5% |
| 6M | -8.3% | +11.1% | -19.4% | -14.1% |
| YTD | +6.3% | +16.5% | -10.2% | -3.0% |
| 1Y | +22.1% | +22.9% | -0.8% | +7.8% |
| 3Y | +289.2% | +73.4% | +215.8% | +176.5% |
| 5Y | +531.7% | +56.1% | +475.6% | +364.7% |
| All | +1,010.9% | +155.0% | +855.9% | +421.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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