+149.8%
GF price history and return analytics
+374.2%
-224.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.2% | +0.4% | -2.7% | -2.6% |
| 30D | +0.8% | +1.0% | -0.2% | -0.1% |
| 3M | -4.8% | +2.4% | -7.2% | -7.1% |
| 6M | +1.2% | +12.0% | -10.8% | -9.3% |
| YTD | +2.0% | +15.3% | -13.3% | -11.1% |
| 1Y | +3.9% | +22.6% | -18.6% | -14.7% |
| 3Y | +36.7% | +74.7% | -38.0% | -21.0% |
| 5Y | -18.8% | +66.1% | -85.0% | -51.0% |
| 10Y | +92.9% | +225.0% | -132.1% | -41.1% |
| All | +149.8% | +374.2% | -224.4% | -53.1% |
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