+46.0%
GFI price history and return analytics
+23.3%
+22.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.5% |
| 7D | +3.1% | +0.4% | +2.7% | +2.2% |
| 30D | +27.1% | +1.0% | +26.1% | +24.7% |
| 3M | +21.2% | +2.4% | +18.8% | +15.5% |
| 6M | -4.5% | +12.0% | -16.5% | -24.6% |
| YTD | +11.7% | +15.3% | -3.6% | -15.9% |
| 1Y | +46.0% | +22.6% | +23.5% | -10.0% |
| All | +46.0% | +23.3% | +22.7% | -10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling