+201.6%
GLTR price history and return analytics
+222.7%
-21.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.1% | +1.7% |
| 7D | +1.3% | -0.1% | +1.5% | +1.4% |
| 30D | +1.0% | -0.7% | +1.7% | +1.3% |
| 3M | +3.6% | +4.0% | -0.4% | +2.3% |
| 6M | -17.6% | +12.3% | -29.9% | -20.5% |
| YTD | -2.0% | +14.0% | -16.0% | -5.7% |
| 1Y | +32.5% | +20.3% | +12.2% | +25.6% |
| 3Y | +132.9% | +75.4% | +57.4% | +97.9% |
| 5Y | +121.2% | +66.0% | +55.2% | +88.7% |
| 10Y | +201.6% | +228.2% | -26.6% | +115.9% |
| All | +201.6% | +222.7% | -21.1% | +115.9% |
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