+196.6%
GLAD price history and return analytics
+222.7%
-26.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | +0.3% | +2.9% | -2.6% | -2.3% |
| 30D | +2.8% | -2.5% | +5.3% | +5.0% |
| 3M | +1.9% | -3.3% | +5.2% | +4.8% |
| 6M | +4.6% | +1.5% | +3.0% | +2.4% |
| YTD | +2.6% | +11.4% | -8.8% | -8.0% |
| 1Y | +11.1% | +11.9% | -0.8% | -1.0% |
| 3Y | +29.8% | +73.9% | -44.0% | -24.5% |
| 5Y | +30.3% | +57.9% | -27.6% | -17.3% |
| All | +196.6% | +222.7% | -26.1% | +10.9% |
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