+155.1%
GL price history and return analytics
+217.6%
-62.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.5% |
| 7D | +3.3% | -0.1% | +3.5% | +3.4% |
| 30D | -0.4% | -3.1% | +2.6% | +2.5% |
| 3M | -10.6% | -3.5% | -7.1% | -7.7% |
| 6M | +8.6% | +0.5% | +8.1% | +7.2% |
| YTD | +17.8% | +10.8% | +7.0% | +4.8% |
| 1Y | +24.1% | +11.9% | +12.2% | +9.2% |
| 3Y | +43.8% | +73.0% | -29.2% | -21.4% |
| 5Y | +83.7% | +58.6% | +25.1% | +9.6% |
| 10Y | +155.1% | +219.2% | -64.1% | -25.9% |
| All | +155.1% | +217.6% | -62.6% | -25.9% |
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 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