+219.0%
GLSI vs VT
+132.3%
+86.7%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.1% | +2.1% |
| 7D | +1.8% | +0.4% | +1.3% | +1.3% |
| 30D | +10.8% | +1.0% | +9.9% | +9.9% |
| 3M | -32.6% | +2.4% | -35.0% | -33.7% |
| 6M | -40.9% | +12.0% | -52.9% | -46.3% |
| YTD | -24.1% | +15.3% | -39.4% | -32.1% |
| 1Y | +45.4% | +22.6% | +22.8% | +24.4% |
| 3Y | +72.8% | +74.7% | -1.9% | +18.5% |
| 5Y | -63.7% | +66.1% | -129.9% | -81.0% |
| All | +219.0% | +132.3% | +86.7% | +288.6% |
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