-70.7%
GIFT price history and return analytics
+57.5%
-128.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.4% |
| 7D | -6.9% | -0.1% | -6.8% | -6.7% |
| 30D | -13.8% | -3.1% | -10.7% | -13.1% |
| 3M | -42.2% | -3.5% | -38.7% | -41.6% |
| 6M | -37.1% | +0.5% | -37.5% | -36.9% |
| YTD | -53.4% | +10.8% | -64.1% | -54.2% |
| 1Y | -54.2% | +11.9% | -66.1% | -55.1% |
| 3Y | -87.5% | +73.0% | -160.5% | -87.7% |
| 5Y | -70.7% | +58.6% | -129.3% | -74.2% |
| All | -70.7% | +57.5% | -128.2% | -74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling