+147.4%
GSJY price history and return analytics
+250.8%
-103.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.7% | +1.0% |
| 7D | -2.1% | -0.7% | -1.4% | -1.4% |
| 30D | -5.5% | -1.7% | -3.8% | -4.1% |
| 3M | -3.7% | -2.3% | -1.4% | -1.8% |
| 6M | +1.2% | +1.5% | -0.4% | +0.3% |
| YTD | +13.9% | +12.0% | +1.9% | +5.1% |
| 1Y | +14.5% | +12.9% | +1.6% | +5.1% |
| 3Y | +66.7% | +74.9% | -8.3% | +11.8% |
| 5Y | +53.5% | +59.9% | -6.4% | +8.9% |
| 10Y | +133.9% | +224.6% | -90.8% | +4.9% |
| All | +147.4% | +250.8% | -103.4% | +6.8% |
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