-82.7%
GIFT price history and return analytics
+76.6%
-159.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | -3.8% | +1.0% | -4.8% | -4.2% |
| 30D | -12.3% | -0.2% | -12.1% | -12.2% |
| 3M | -7.5% | +4.5% | -12.0% | -9.8% |
| 6M | -2.8% | +14.1% | -16.8% | -10.7% |
| YTD | -30.0% | +14.8% | -44.8% | -35.9% |
| 1Y | -28.0% | +21.2% | -49.2% | -35.8% |
| 3Y | -82.7% | +76.6% | -159.3% | -87.1% |
| All | -82.7% | +76.6% | -159.3% | -87.1% |
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