+147.0%
GSJY price history and return analytics
+247.6%
-100.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +4.3% | +2.4% | +2.0% | +2.5% |
| 30D | -4.5% | -1.5% | -3.0% | -3.2% |
| 3M | -3.6% | -4.1% | +0.5% | -0.3% |
| 6M | -0.1% | +0.6% | -0.7% | -0.3% |
| YTD | +13.8% | +11.0% | +2.7% | +5.7% |
| 1Y | +15.2% | +13.3% | +1.8% | +5.4% |
| 3Y | +66.2% | +73.4% | -7.2% | +12.2% |
| 5Y | +51.2% | +57.4% | -6.3% | +8.5% |
| 10Y | +133.5% | +221.7% | -88.2% | +5.4% |
| All | +147.0% | +247.6% | -100.6% | +7.4% |
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