+10.8%
GUG price history and return analytics
+62.0%
-51.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.8% |
| 7D | -0.4% | -0.7% | +0.3% | -0.1% |
| 30D | +2.2% | -1.7% | +3.9% | +3.0% |
| 3M | -6.6% | -2.3% | -4.3% | -5.6% |
| 6M | -7.0% | +1.5% | -8.5% | -7.9% |
| YTD | -0.7% | +12.0% | -12.8% | -6.8% |
| 1Y | -1.0% | +12.9% | -13.9% | -7.5% |
| 3Y | +37.8% | +74.9% | -37.1% | +0.1% |
| All | +10.8% | +62.0% | -51.2% | -19.2% |
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 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