+47.4%
GIL price history and return analytics
+66.2%
-18.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -2.9% |
| 7D | +2.5% | +1.0% | +1.5% | +1.4% |
| 30D | -10.0% | -0.2% | -9.7% | -9.6% |
| 3M | -9.2% | +4.5% | -13.7% | -13.8% |
| 6M | -16.3% | +14.1% | -30.4% | -28.2% |
| YTD | -16.4% | +14.8% | -31.1% | -28.7% |
| 1Y | -6.3% | +21.2% | -27.5% | -25.1% |
| 3Y | +92.7% | +76.6% | +16.2% | -3.1% |
| 5Y | +47.4% | +66.6% | -19.2% | -20.0% |
| All | +47.4% | +66.2% | -18.8% | -20.0% |
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 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