-95.0%
GLE vs VT
+37.6%
-132.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.1% | -7.3% | -6.4% |
| 7D | -22.2% | -0.7% | -21.5% | -21.9% |
| 30D | -48.3% | -1.7% | -46.5% | -47.9% |
| 3M | -58.0% | -2.3% | -55.7% | -57.7% |
| 6M | -65.2% | +1.5% | -66.7% | -65.4% |
| YTD | -40.9% | +12.0% | -52.9% | -46.4% |
| 1Y | -57.5% | +12.9% | -70.4% | -61.6% |
| All | -95.0% | +37.6% | -132.7% | -95.8% |
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