-22.0%
GFS price history and return analytics
+74.2%
-96.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +3.2% |
| 7D | +4.5% | -0.1% | +4.6% | +4.7% |
| 30D | -8.2% | -0.7% | -7.5% | -6.8% |
| 3M | -38.9% | +4.0% | -42.9% | -42.6% |
| 6M | -2.9% | +12.3% | -15.2% | -19.9% |
| YTD | +31.8% | +14.0% | +17.8% | +5.7% |
| 1Y | +43.1% | +20.3% | +22.8% | +4.3% |
| All | -22.0% | +74.2% | -96.2% | -69.7% |
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