+289.2%
GFI vs VEU
+73.8%
+215.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -2.8% |
| 7D | -4.9% | -1.4% | -3.4% | -2.9% |
| 30D | +10.7% | -0.4% | +11.2% | +11.6% |
| 3M | +25.6% | +2.5% | +23.1% | +21.5% |
| 6M | -8.3% | +11.1% | -19.4% | -19.3% |
| YTD | +6.3% | +16.5% | -10.2% | -10.3% |
| 1Y | +22.1% | +22.9% | -0.8% | -2.4% |
| 3Y | +289.2% | +73.4% | +215.8% | +108.5% |
| All | +289.2% | +73.8% | +215.4% | +108.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling