-65.8%
GIFT price history and return analytics
+66.2%
-132.0%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -3.8% | +1.0% | -4.8% | -3.9% |
| 30D | -12.3% | -0.2% | -12.1% | -12.3% |
| 3M | -7.5% | +4.5% | -12.0% | -8.2% |
| 6M | -2.8% | +14.1% | -16.8% | -5.5% |
| YTD | -30.0% | +14.8% | -44.8% | -32.0% |
| 1Y | -28.0% | +21.2% | -49.2% | -30.5% |
| 3Y | -82.7% | +76.6% | -159.3% | -83.4% |
| 5Y | -65.8% | +66.6% | -132.4% | -68.5% |
| All | -65.8% | +66.2% | -132.0% | -68.5% |
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 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