+204.7%
GDE price history and return analytics
+74.2%
+130.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.3% |
| 7D | -2.6% | -1.1% | -1.5% | -1.1% |
| 30D | -2.2% | -1.0% | -1.3% | -0.9% |
| 3M | +5.2% | +3.2% | +2.1% | +1.4% |
| 6M | -7.0% | +12.5% | -19.5% | -19.1% |
| YTD | +7.8% | +14.1% | -6.2% | -7.4% |
| 1Y | +28.5% | +18.9% | +9.6% | +5.3% |
| 3Y | +204.7% | +74.1% | +130.6% | +68.1% |
| All | +204.7% | +74.2% | +130.5% | +68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling