+131.8%
GEF price history and return analytics
+357.6%
-225.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -1.5% |
| 7D | -11.5% | +0.4% | -11.9% | -12.0% |
| 30D | -10.4% | -2.6% | -7.8% | -8.3% |
| 3M | -16.7% | -3.2% | -13.5% | -14.2% |
| 6M | +9.4% | +0.9% | +8.5% | +7.7% |
| YTD | +11.0% | +11.3% | -0.3% | -1.5% |
| 1Y | +29.5% | +14.0% | +15.5% | +12.1% |
| 3Y | +25.7% | +75.8% | -50.1% | -30.2% |
| 5Y | +22.3% | +57.8% | -35.5% | -25.1% |
| 10Y | +111.9% | +219.8% | -107.9% | -34.1% |
| All | +131.8% | +357.6% | -225.8% | -48.5% |
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