-24.3%
GF price history and return analytics
+53.4%
-77.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -0.5% | -2.3% | +1.8% | +1.5% |
| 30D | -1.5% | -5.0% | +3.4% | +2.8% |
| 3M | -11.9% | -4.9% | -7.1% | -8.2% |
| 6M | -14.4% | -1.5% | -12.9% | -13.4% |
| YTD | -9.7% | +8.5% | -18.2% | -15.8% |
| 1Y | -1.3% | +11.4% | -12.7% | -10.1% |
| 3Y | +32.8% | +70.1% | -37.2% | -17.0% |
| All | -24.3% | +53.4% | -77.7% | -48.9% |
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