-10.7%
GEVG price history and return analytics
+9.5%
-20.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.2% |
| 7D | -19.6% | -2.3% | -17.3% | -13.0% |
| 30D | -43.2% | -5.0% | -38.2% | -30.3% |
| 3M | -46.1% | -4.9% | -41.2% | -33.4% |
| 6M | -61.9% | -1.5% | -60.3% | -56.6% |
| YTD | +0.4% | +8.5% | -8.1% | -25.5% |
| All | -10.7% | +9.5% | -20.2% | -38.1% |
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