+32.9%
GF price history and return analytics
+74.4%
-41.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | +0.4% | -3.1% | +3.4% | +2.9% |
| 3M | -9.7% | -3.5% | -6.2% | -7.1% |
| 6M | -13.3% | +0.5% | -13.8% | -13.8% |
| YTD | -8.2% | +10.8% | -18.9% | -15.5% |
| 1Y | -0.4% | +11.9% | -12.3% | -9.1% |
| 3Y | +32.9% | +73.0% | -40.1% | -19.3% |
| All | +32.9% | +74.4% | -41.6% | -19.3% |
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 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