+73.1%
GILT price history and return analytics
+217.6%
-144.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.4% | -0.5% | -20.0% | -19.9% |
| 7D | -18.2% | -0.1% | -18.0% | -17.9% |
| 30D | -32.6% | -3.1% | -29.5% | -29.9% |
| 3M | -45.3% | -3.5% | -41.8% | -42.9% |
| 6M | -68.9% | +0.5% | -69.4% | -68.7% |
| YTD | -53.4% | +10.8% | -64.2% | -57.5% |
| 1Y | -51.7% | +11.9% | -63.6% | -56.3% |
| 3Y | +0.2% | +73.0% | -72.8% | -41.0% |
| 5Y | -25.5% | +58.6% | -84.1% | -52.0% |
| 10Y | +73.1% | +219.2% | -146.1% | -40.7% |
| All | +73.1% | +217.6% | -144.6% | -40.7% |
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