+37.7%
GABC price history and return analytics
+57.4%
-19.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -0.9% |
| 7D | +0.4% | +0.4% | +0.1% | +0.1% |
| 30D | +4.7% | -2.6% | +7.3% | +6.3% |
| 3M | +0.5% | -3.2% | +3.7% | +2.3% |
| 6M | +16.4% | +0.9% | +15.5% | +15.0% |
| YTD | +31.4% | +11.3% | +20.1% | +21.3% |
| 1Y | +30.7% | +14.0% | +16.7% | +18.7% |
| 3Y | +95.9% | +75.8% | +20.1% | +34.3% |
| 5Y | +37.7% | +57.8% | -20.1% | +1.3% |
| All | +37.7% | +57.4% | -19.7% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling