+160.2%
GL price history and return analytics
+223.7%
-63.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.4% |
| 7D | +1.3% | +0.4% | +0.9% | +0.8% |
| 30D | -1.4% | -2.6% | +1.2% | +1.0% |
| 3M | -11.8% | -3.2% | -8.6% | -9.2% |
| 6M | +7.5% | +0.9% | +6.6% | +5.6% |
| YTD | +16.7% | +11.3% | +5.3% | +3.3% |
| 1Y | +23.4% | +14.0% | +9.4% | +6.6% |
| 3Y | +44.5% | +75.8% | -31.3% | -22.4% |
| 5Y | +82.7% | +57.8% | +24.9% | +9.8% |
| 10Y | +160.2% | +219.8% | -59.6% | -23.2% |
| All | +160.2% | +223.7% | -63.5% | -23.2% |
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