-71.1%
GELS price history and return analytics
+38.7%
-109.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.7% | -0.6% | +26.4% | +27.5% |
| 7D | +21.4% | -0.1% | +21.6% | +22.7% |
| 30D | +45.3% | -0.7% | +46.0% | +49.9% |
| 3M | +76.7% | +4.0% | +72.7% | +62.2% |
| 6M | +9.0% | +12.3% | -3.3% | -16.0% |
| YTD | +6.3% | +14.0% | -7.8% | -21.7% |
| 1Y | -38.4% | +20.3% | -58.7% | -60.3% |
| All | -71.1% | +38.7% | -109.8% | -86.3% |
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