+567.2%
GFI price history and return analytics
+368.8%
+198.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +4.7% | -0.1% | +4.8% | +4.8% |
| 30D | +14.4% | -0.7% | +15.1% | +15.1% |
| 3M | +32.5% | +4.0% | +28.5% | +29.5% |
| 6M | -7.2% | +12.3% | -19.4% | -13.3% |
| YTD | +10.9% | +14.0% | -3.2% | +2.9% |
| 1Y | +35.5% | +20.3% | +15.2% | +21.7% |
| 3Y | +312.1% | +75.4% | +236.7% | +185.9% |
| 5Y | +524.6% | +66.0% | +458.6% | +345.2% |
| 10Y | +1,092.7% | +228.2% | +864.5% | +400.4% |
| All | +567.2% | +368.8% | +198.4% | +51.6% |
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