+77.2%
GL price history and return analytics
+57.0%
+20.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +2.3% | +2.4% | -0.1% | +0.8% |
| 30D | -4.0% | -1.5% | -2.5% | -3.1% |
| 3M | -10.9% | -4.1% | -6.7% | -8.6% |
| 6M | +5.5% | +0.6% | +4.9% | +4.5% |
| YTD | +15.9% | +11.0% | +4.8% | +7.0% |
| 1Y | +21.7% | +13.3% | +8.3% | +10.8% |
| 3Y | +41.1% | +73.4% | -32.3% | -6.0% |
| All | +77.2% | +57.0% | +20.2% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling