+88.2%
GVAL price history and return analytics
+59.8%
+28.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.1% |
| 7D | -1.1% | -0.7% | -0.4% | -0.6% |
| 30D | -5.4% | -1.7% | -3.7% | -4.1% |
| 3M | -3.4% | -2.3% | -1.1% | -1.5% |
| 6M | +3.8% | +1.5% | +2.3% | +2.5% |
| YTD | +17.8% | +12.0% | +5.8% | +7.4% |
| 1Y | +20.8% | +12.9% | +7.9% | +9.4% |
| 3Y | +104.9% | +74.9% | +30.0% | +29.7% |
| 5Y | +88.2% | +59.9% | +28.3% | +28.0% |
| All | +88.2% | +59.8% | +28.4% | +28.0% |
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