+35.5%
GFI vs VT
+20.4%
+15.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +1.1% |
| 7D | +4.7% | -0.1% | +4.8% | +5.1% |
| 30D | +14.4% | -0.7% | +15.1% | +16.4% |
| 3M | +32.5% | +4.0% | +28.5% | +21.5% |
| 6M | -7.2% | +12.3% | -19.4% | -27.1% |
| YTD | +10.9% | +14.0% | -3.2% | -14.2% |
| 1Y | +35.5% | +20.3% | +15.2% | -10.6% |
| All | +35.5% | +20.4% | +15.0% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling