-70.8%
GERN price history and return analytics
+355.4%
-426.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | +4.3% | -0.1% | +4.4% | +5.1% |
| 30D | -21.1% | -3.1% | -18.1% | -17.7% |
| 3M | -34.5% | -3.5% | -31.0% | -31.2% |
| 6M | -30.2% | +0.5% | -30.7% | -30.4% |
| YTD | -26.5% | +10.8% | -37.3% | -34.2% |
| 1Y | -16.4% | +11.9% | -28.3% | -25.9% |
| 3Y | -44.3% | +73.0% | -117.2% | -69.8% |
| 5Y | -37.8% | +58.6% | -96.4% | -61.9% |
| 10Y | -54.7% | +219.2% | -273.9% | -88.0% |
| All | -70.8% | +355.4% | -426.3% | -93.6% |
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 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