-21.1%
GFUZ price history and return analytics
+18.9%
-40.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.0% |
| 7D | +2.4% | +1.0% | +1.4% | +1.9% |
| 30D | -13.8% | -0.2% | -13.6% | -13.7% |
| 3M | -23.2% | +4.5% | -27.8% | -25.0% |
| 6M | -21.7% | +14.1% | -35.8% | -24.7% |
| YTD | -21.5% | +14.8% | -36.2% | -24.5% |
| All | -21.1% | +18.9% | -40.0% | -24.5% |
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 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