+103.1%
GVAL price history and return analytics
+66.2%
+36.9%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.2% | +0.4% | +1.7% | +1.8% |
| 30D | +3.9% | +1.0% | +2.9% | +3.0% |
| 3M | +10.4% | +2.4% | +8.0% | +8.2% |
| 6M | +18.1% | +12.0% | +6.1% | +7.6% |
| YTD | +26.5% | +15.3% | +11.2% | +12.6% |
| 1Y | +40.8% | +22.6% | +18.2% | +19.2% |
| 3Y | +117.7% | +74.7% | +43.0% | +37.9% |
| All | +103.1% | +66.2% | +36.9% | +35.5% |
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