+230.4%
GLSI price history and return analytics
+124.2%
+106.2%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.6% | +6.3% | +6.1% |
| 7D | +0.4% | +0.4% | 0.0% | +0.5% |
| 30D | -0.1% | -2.6% | +2.5% | +3.5% |
| 3M | +15.0% | -3.2% | +18.3% | +20.5% |
| 6M | -27.7% | +0.9% | -28.7% | -27.2% |
| YTD | -21.4% | +11.3% | -32.7% | -26.2% |
| 1Y | +90.8% | +14.0% | +76.8% | +75.9% |
| 3Y | +64.9% | +75.8% | -11.0% | +15.9% |
| 5Y | -55.6% | +57.8% | -113.4% | -75.9% |
| All | +230.4% | +124.2% | +106.2% | +322.0% |
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