-0.8%
GFS price history and return analytics
+63.7%
-64.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.6% |
| 7D | +3.2% | -2.0% | +5.2% | +7.0% |
| 30D | -9.6% | -1.4% | -8.1% | -7.0% |
| 3M | -38.5% | +4.7% | -43.2% | -42.7% |
| 6M | -1.3% | +11.4% | -12.6% | -16.5% |
| YTD | +31.8% | +13.1% | +18.7% | +8.7% |
| 1Y | +44.6% | +19.0% | +25.5% | +9.3% |
| 3Y | -20.6% | +73.9% | -94.6% | -67.9% |
| All | -0.8% | +63.7% | -64.5% | -48.5% |
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