+253.3%
GNE price history and return analytics
+229.8%
+23.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | 0.0% |
| 7D | +1.7% | -1.1% | +2.8% | +2.4% |
| 30D | +9.8% | -1.0% | +10.8% | +10.5% |
| 3M | +12.8% | +3.2% | +9.7% | +10.3% |
| 6M | +13.7% | +12.5% | +1.2% | +4.8% |
| YTD | +16.3% | +14.1% | +2.3% | +6.3% |
| 1Y | +5.6% | +18.9% | -13.3% | -6.0% |
| 3Y | +14.0% | +74.1% | -60.1% | -21.0% |
| 5Y | +176.6% | +66.9% | +109.7% | +95.1% |
| All | +253.3% | +229.8% | +23.6% | +63.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling