+56.4%
GILT price history and return analytics
+77.9%
-21.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +1.8% | +0.4% | +1.4% | +1.1% |
| 30D | -12.9% | +1.0% | -13.9% | -14.2% |
| 3M | -36.6% | +2.4% | -39.0% | -38.5% |
| 6M | -42.5% | +12.0% | -54.5% | -50.8% |
| YTD | -21.8% | +15.3% | -37.1% | -35.7% |
| 1Y | +2.3% | +22.6% | -20.3% | -21.8% |
| All | +56.4% | +77.9% | -21.4% | -21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling