-86.1%
GEMI price history and return analytics
+19.0%
-105.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | -1.0% |
| 7D | -4.7% | -1.1% | -3.6% | -1.5% |
| 30D | +7.0% | -1.0% | +7.9% | +11.0% |
| 3M | -3.9% | +3.2% | -7.0% | -10.6% |
| 6M | -48.4% | +12.5% | -60.9% | -61.7% |
| YTD | -55.0% | +14.1% | -69.1% | -69.2% |
| All | -86.1% | +19.0% | -105.1% | -91.2% |
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