+264.3%
G price history and return analytics
+346.0%
-81.8%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.7% |
| 7D | +6.7% | -2.3% | +9.0% | +8.4% |
| 30D | +25.6% | -5.0% | +30.6% | +30.1% |
| 3M | +17.5% | -4.9% | +22.4% | +21.5% |
| 6M | +26.5% | -1.5% | +28.0% | +26.4% |
| YTD | -8.2% | +8.5% | -16.7% | -15.0% |
| 1Y | +11.9% | +11.4% | +0.5% | +1.4% |
| 3Y | +28.6% | +70.1% | -41.4% | -16.1% |
| 5Y | -10.2% | +53.7% | -63.9% | -36.7% |
| 10Y | +102.3% | +220.0% | -117.7% | -12.9% |
| All | +264.3% | +346.0% | -81.8% | +20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling