+164.3%
GVAL price history and return analytics
+222.7%
-58.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.2% |
| 7D | +0.2% | +2.9% | -2.7% | -2.3% |
| 30D | -6.5% | -2.5% | -4.0% | -4.4% |
| 3M | -5.2% | -3.3% | -1.9% | -2.4% |
| 6M | +4.3% | +1.5% | +2.8% | +2.9% |
| YTD | +16.9% | +11.4% | +5.6% | +6.4% |
| 1Y | +19.0% | +11.9% | +7.1% | +7.8% |
| 3Y | +103.4% | +73.9% | +29.5% | +24.1% |
| 5Y | +88.3% | +57.9% | +30.4% | +24.8% |
| All | +164.3% | +222.7% | -58.3% | -16.3% |
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