+1,036.1%
GFI price history and return analytics
+229.8%
+806.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.4% |
| 7D | -2.7% | -1.1% | -1.6% | -2.0% |
| 30D | +13.2% | -1.0% | +14.2% | +14.0% |
| 3M | +28.5% | +3.2% | +25.3% | +26.5% |
| 6M | -6.2% | +12.5% | -18.7% | -11.2% |
| YTD | +8.7% | +14.1% | -5.3% | +2.6% |
| 1Y | +24.8% | +18.9% | +5.9% | +15.7% |
| 3Y | +298.0% | +74.1% | +223.9% | +208.1% |
| 5Y | +546.0% | +66.9% | +479.1% | +398.2% |
| All | +1,036.1% | +229.8% | +806.3% | +490.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling