-49.0%
GIFT price history and return analytics
+13.3%
-62.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.8% | 0.0% | +14.8% | +14.8% |
| 7D | +24.7% | -1.6% | +26.3% | +26.3% |
| 30D | +0.2% | -2.5% | +2.7% | +2.1% |
| 3M | -46.5% | -1.3% | -45.2% | -45.8% |
| 6M | -51.7% | +3.1% | -54.8% | -53.2% |
| YTD | -49.9% | +10.9% | -60.8% | -56.8% |
| All | -49.0% | +13.3% | -62.3% | -57.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling