+14.3%
GLIX price history and return analytics
+10.5%
+3.9%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +0.7% | -2.3% | +3.1% | +1.1% |
| 30D | +10.0% | -5.0% | +15.0% | +11.0% |
| 3M | +2.3% | -4.9% | +7.2% | +3.2% |
| 6M | +2.9% | -1.5% | +4.5% | +3.0% |
| YTD | +13.8% | +8.5% | +5.3% | +11.0% |
| 1Y | +14.4% | +11.4% | +3.1% | +11.2% |
| All | +14.3% | +10.5% | +3.9% | +11.1% |
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