-68.1%
GIFT price history and return analytics
+83.5%
-151.6%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | -13.4% | -0.7% | -12.7% | -13.1% |
| 30D | -3.2% | -1.7% | -1.5% | -2.7% |
| 3M | -44.3% | -2.3% | -42.0% | -43.9% |
| 6M | -42.1% | +1.5% | -43.6% | -42.1% |
| YTD | -53.5% | +12.0% | -65.6% | -54.6% |
| 1Y | -53.1% | +12.9% | -66.0% | -54.3% |
| 3Y | -87.5% | +74.9% | -162.5% | -88.1% |
| 5Y | -70.8% | +59.9% | -130.7% | -71.6% |
| All | -68.1% | +83.5% | -151.6% | -70.7% |
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