+5.6%
GNE price history and return analytics
+19.6%
-14.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.2% |
| 7D | +1.7% | -1.1% | +2.8% | +2.2% |
| 30D | +9.8% | -1.0% | +10.8% | +10.3% |
| 3M | +12.8% | +3.2% | +9.7% | +10.9% |
| 6M | +13.7% | +12.5% | +1.2% | +4.1% |
| YTD | +16.3% | +14.1% | +2.3% | +4.4% |
| 1Y | +5.6% | +18.9% | -13.3% | -10.7% |
| All | +5.6% | +19.6% | -14.0% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling