-73.2%
GELS price history and return analytics
+37.6%
-110.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.9% | -6.6% | -5.0% |
| 7D | -11.9% | -2.0% | -9.9% | -6.5% |
| 30D | +37.8% | -1.4% | +39.3% | +45.4% |
| 3M | +52.8% | +4.7% | +48.1% | +40.2% |
| 6M | +6.2% | +11.4% | -5.1% | -16.1% |
| YTD | -1.6% | +13.1% | -14.7% | -25.6% |
| 1Y | -41.7% | +19.0% | -60.7% | -61.2% |
| All | -73.2% | +37.6% | -110.8% | -87.0% |
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