-22.4%
GF price history and return analytics
+58.5%
-81.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +1.1% | +2.9% | -1.8% | -1.4% |
| 30D | +0.8% | -2.5% | +3.3% | +2.9% |
| 3M | -10.9% | -3.3% | -7.6% | -8.4% |
| 6M | -10.6% | +1.5% | -12.1% | -12.0% |
| YTD | -8.3% | +11.4% | -19.6% | -16.4% |
| 1Y | -2.2% | +11.9% | -14.1% | -11.4% |
| 3Y | +32.8% | +73.9% | -41.1% | -18.7% |
| 5Y | -22.4% | +57.9% | -80.3% | -48.7% |
| All | -22.4% | +58.5% | -81.0% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling