+191.0%
GL price history and return analytics
+224.5%
-33.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +0.9% | +0.4% | +0.4% | +0.4% |
| 30D | -5.2% | +1.0% | -6.2% | -6.1% |
| 3M | +13.1% | +2.4% | +10.8% | +10.0% |
| 6M | +20.9% | +12.0% | +8.9% | +7.2% |
| YTD | +25.4% | +15.3% | +10.0% | +7.6% |
| 1Y | +24.2% | +22.6% | +1.6% | -0.1% |
| 3Y | +60.5% | +74.7% | -14.2% | -12.5% |
| 5Y | +92.8% | +66.1% | +26.6% | +10.3% |
| All | +191.0% | +224.5% | -33.5% | -16.3% |
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