-39.9%
GNW price history and return analytics
+368.8%
-408.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.9% |
| 7D | +3.6% | -0.1% | +3.7% | +3.8% |
| 30D | +7.0% | -0.7% | +7.7% | +8.3% |
| 3M | +20.4% | +4.0% | +16.4% | +9.5% |
| 6M | +25.6% | +12.3% | +13.3% | -3.8% |
| YTD | +16.2% | +14.0% | +2.1% | -14.3% |
| 1Y | +23.0% | +20.3% | +2.7% | -19.2% |
| 3Y | +90.4% | +75.4% | +14.9% | -44.5% |
| 5Y | +190.6% | +66.0% | +124.6% | -10.8% |
| 10Y | +115.0% | +228.2% | -113.2% | -88.3% |
| All | -39.9% | +368.8% | -408.7% | -97.5% |
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 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