-85.7%
GELS price history and return analytics
+34.8%
-120.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -5.0% |
| 7D | -14.1% | -0.1% | -14.0% | -14.9% |
| 30D | -19.4% | -3.1% | -16.3% | -13.3% |
| 3M | -28.2% | -3.5% | -24.7% | -21.0% |
| 6M | -10.6% | +0.5% | -11.1% | -11.4% |
| YTD | -47.5% | +10.8% | -58.3% | -58.7% |
| 1Y | -58.8% | +11.9% | -70.7% | -68.3% |
| All | -85.7% | +34.8% | -120.5% | -92.8% |
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