+216.5%
GVA price history and return analytics
+65.7%
+150.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.4% |
| 7D | -0.3% | -1.1% | +0.8% | +0.8% |
| 30D | -5.8% | -1.0% | -4.8% | -4.8% |
| 3M | -14.4% | +3.2% | -17.5% | -16.9% |
| 6M | -4.7% | +12.5% | -17.2% | -14.8% |
| YTD | +3.3% | +14.1% | -10.8% | -8.7% |
| 1Y | +9.0% | +18.9% | -9.9% | -7.4% |
| 3Y | +207.3% | +74.1% | +133.2% | +84.6% |
| All | +216.5% | +65.7% | +150.8% | +102.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling