-44.7%
GSM price history and return analytics
+229.8%
-274.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -5.4% |
| 7D | -8.4% | -1.1% | -7.2% | -6.8% |
| 30D | -3.8% | -1.0% | -2.8% | -2.3% |
| 3M | +10.2% | +3.2% | +7.0% | +4.9% |
| 6M | -12.7% | +12.5% | -25.2% | -27.2% |
| YTD | -7.0% | +14.1% | -21.1% | -24.0% |
| 1Y | +1.9% | +18.9% | -17.0% | -21.5% |
| 3Y | -16.7% | +74.1% | -90.8% | -64.8% |
| 5Y | -48.5% | +66.9% | -115.4% | -75.5% |
| All | -44.7% | +229.8% | -274.5% | -88.2% |
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