-50.0%
GFUZ vs VT
+11.9%
-61.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -5.0% | -5.0% |
| 7D | -2.8% | +2.4% | -5.2% | -4.6% |
| 30D | -28.5% | -1.5% | -27.0% | -27.4% |
| 3M | -39.1% | -4.1% | -34.9% | -37.2% |
| 6M | -50.7% | +0.6% | -51.2% | -50.7% |
| YTD | -49.2% | +11.0% | -60.2% | -49.9% |
| 1Y | -50.0% | +13.3% | -63.3% | -50.8% |
| All | -50.0% | +11.9% | -61.9% | -50.8% |
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