+107.8%
G price history and return analytics
+217.6%
-109.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.7% |
| 7D | +7.1% | -0.1% | +7.2% | +7.0% |
| 30D | +25.2% | -3.1% | +28.3% | +28.3% |
| 3M | +26.9% | -3.5% | +30.4% | +30.4% |
| 6M | +33.8% | +0.5% | +33.3% | +31.1% |
| YTD | -6.4% | +10.8% | -17.2% | -17.0% |
| 1Y | -1.1% | +11.9% | -13.0% | -13.2% |
| 3Y | +39.9% | +73.0% | -33.1% | -21.6% |
| 5Y | -7.6% | +58.6% | -66.2% | -43.3% |
| 10Y | +107.8% | +219.2% | -111.4% | -30.4% |
| All | +107.8% | +217.6% | -109.9% | -30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling