+98.3%
GEVX price history and return analytics
+24.8%
+73.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.9% | -5.1% | -2.6% |
| 7D | -4.6% | -2.0% | -2.6% | +3.6% |
| 30D | -18.3% | -1.4% | -16.9% | -12.8% |
| 3M | +2.5% | +4.7% | -2.2% | -10.4% |
| 6M | +1.3% | +11.4% | -10.0% | -28.6% |
| YTD | +59.9% | +13.1% | +46.9% | +3.2% |
| 1Y | +46.5% | +19.0% | +27.5% | -22.1% |
| All | +98.3% | +24.8% | +73.4% | -13.3% |
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