+181.3%
GAB price history and return analytics
+226.9%
-45.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -0.5% |
| 7D | -1.8% | -2.0% | +0.2% | +0.1% |
| 30D | -3.1% | -1.4% | -1.7% | -1.8% |
| 3M | +3.3% | +4.7% | -1.4% | -1.1% |
| 6M | +1.7% | +11.4% | -9.7% | -8.2% |
| YTD | -3.4% | +13.1% | -16.5% | -14.2% |
| 1Y | +1.5% | +19.0% | -17.5% | -14.1% |
| 3Y | +44.3% | +73.9% | -29.6% | -15.3% |
| 5Y | +35.0% | +65.4% | -30.4% | -17.5% |
| All | +181.3% | +226.9% | -45.5% | -15.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling