+116.6%
GVAL price history and return analytics
+258.1%
-141.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.9% |
| 3M | +10.4% | +2.4% | +8.0% | +8.0% |
| 6M | +18.1% | +12.0% | +6.1% | +6.7% |
| YTD | +26.5% | +15.3% | +11.2% | +11.4% |
| 1Y | +40.8% | +22.6% | +18.2% | +17.3% |
| 3Y | +117.7% | +74.7% | +43.0% | +30.9% |
| 5Y | +103.7% | +66.1% | +37.6% | +27.6% |
| 10Y | +175.8% | +225.0% | -49.2% | -9.7% |
| All | +116.6% | +258.1% | -141.4% | -34.1% |
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