+378.7%
GVA price history and return analytics
+368.8%
+9.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.3% |
| 7D | -2.0% | -0.1% | -1.9% | -1.9% |
| 30D | -7.4% | -0.7% | -6.7% | -6.7% |
| 3M | -16.6% | +4.0% | -20.6% | -20.3% |
| 6M | -6.9% | +12.3% | -19.2% | -18.2% |
| YTD | +1.3% | +14.0% | -12.7% | -12.4% |
| 1Y | +9.0% | +20.3% | -11.3% | -11.2% |
| 3Y | +199.9% | +75.4% | +124.4% | +61.4% |
| 5Y | +212.2% | +66.0% | +146.2% | +76.5% |
| 10Y | +182.1% | +228.2% | -46.1% | -21.7% |
| All | +378.7% | +368.8% | +9.9% | +3.1% |
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 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