+32.1%
GFR price history and return analytics
+74.5%
-42.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | +41.1% | +2.9% | +38.2% | +39.0% |
| 30D | +14.0% | -2.5% | +16.5% | +15.6% |
| 3M | +8.9% | -3.3% | +12.2% | +10.9% |
| 6M | +26.7% | +1.5% | +25.2% | +24.9% |
| YTD | +62.4% | +11.4% | +51.0% | +48.4% |
| 1Y | +54.3% | +11.9% | +42.4% | +40.3% |
| All | +32.1% | +74.5% | -42.4% | -7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling