+560.8%
GD price history and return analytics
+374.2%
+186.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -5.3% | +0.4% | -5.7% | -5.6% |
| 30D | -6.4% | +1.0% | -7.4% | -7.1% |
| 3M | +5.7% | +2.4% | +3.3% | +3.5% |
| 6M | -0.9% | +12.0% | -13.0% | -9.6% |
| YTD | +8.2% | +15.3% | -7.2% | -3.5% |
| 1Y | +13.4% | +22.6% | -9.2% | -3.4% |
| 3Y | +68.5% | +74.7% | -6.2% | +8.6% |
| 5Y | +97.2% | +66.1% | +31.0% | +30.0% |
| 10Y | +190.2% | +225.0% | -34.8% | +14.8% |
| All | +560.8% | +374.2% | +186.6% | +94.6% |
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 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