-4.8%
GEVG price history and return analytics
+12.0%
-16.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -2.4% |
| 7D | +6.6% | +2.4% | +4.3% | -1.4% |
| 30D | -31.6% | -1.5% | -30.1% | -26.3% |
| 3M | -47.7% | -4.1% | -43.5% | -36.8% |
| 6M | -54.4% | +0.6% | -54.9% | -51.8% |
| YTD | +7.1% | +11.0% | -4.0% | -26.5% |
| All | -4.8% | +12.0% | -16.8% | -39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling