+44.2%
GEVG price history and return analytics
+16.4%
+27.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +6.4% | +0.4% | +5.9% | +4.7% |
| 30D | -16.4% | +1.0% | -17.4% | -18.9% |
| 3M | -14.4% | +2.4% | -16.8% | -18.7% |
| 6M | +2.4% | +12.0% | -9.6% | -25.8% |
| YTD | +62.2% | +15.3% | +46.9% | -5.9% |
| All | +44.2% | +16.4% | +27.8% | -21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling