+83.5%
GLSI vs VT
+11.9%
+71.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -3.2% |
| 7D | +4.3% | +2.9% | +1.4% | -3.7% |
| 30D | -1.4% | -2.5% | +1.1% | +7.4% |
| 3M | -9.7% | -3.3% | -6.4% | +1.3% |
| 6M | -38.2% | +1.5% | -39.7% | -40.3% |
| YTD | -27.3% | +11.4% | -38.6% | -43.3% |
| 1Y | +83.5% | +11.9% | +71.6% | +41.2% |
| All | +83.5% | +11.9% | +71.7% | +41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling