-48.9%
GDS price history and return analytics
+65.7%
-114.6%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.9% | +2.7% |
| 7D | +5.1% | -0.1% | +5.2% | +5.4% |
| 30D | +3.1% | -0.7% | +3.8% | +4.8% |
| 3M | -10.3% | +4.0% | -14.3% | -18.3% |
| 6M | -21.7% | +12.3% | -34.0% | -40.1% |
| YTD | -7.2% | +14.0% | -21.2% | -31.2% |
| 1Y | -5.5% | +20.3% | -25.8% | -37.6% |
| 3Y | +187.4% | +75.4% | +112.0% | -23.7% |
| 5Y | -48.9% | +66.0% | -114.9% | -82.6% |
| All | -48.9% | +65.7% | -114.6% | -82.6% |
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 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