-2.8%
GERN price history and return analytics
+65.7%
-68.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.6% | -6.4% |
| 7D | -11.9% | -0.1% | -11.8% | -11.8% |
| 30D | -5.4% | -0.7% | -4.7% | -4.6% |
| 3M | +25.0% | +4.0% | +21.0% | +17.6% |
| 6M | -13.6% | +12.3% | -25.9% | -26.8% |
| YTD | +6.1% | +14.0% | -8.0% | -11.7% |
| 1Y | +2.9% | +20.3% | -17.4% | -20.1% |
| 3Y | -42.9% | +75.4% | -118.3% | -73.7% |
| 5Y | -2.8% | +66.0% | -68.7% | -46.0% |
| All | -2.8% | +65.7% | -68.5% | -46.0% |
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