+6.2%
GEMD price history and return analytics
+68.5%
-62.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.7% | +2.4% | -3.1% | -1.6% |
| 30D | +0.2% | -1.5% | +1.7% | +0.7% |
| 3M | -3.1% | -4.1% | +1.0% | -1.7% |
| 6M | -2.2% | +0.6% | -2.7% | -2.6% |
| YTD | -1.4% | +11.0% | -12.4% | -5.4% |
| 1Y | -0.7% | +13.3% | -14.1% | -5.6% |
| 3Y | +25.9% | +73.4% | -47.5% | -0.5% |
| All | +6.2% | +68.5% | -62.3% | -16.9% |
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