+179.1%
GLTR price history and return analytics
+224.4%
-45.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | -1.3% | -0.7% | -0.6% | -1.1% |
| 30D | -7.9% | -1.7% | -6.2% | -7.3% |
| 3M | -13.3% | -2.3% | -11.0% | -12.5% |
| 6M | -26.0% | +1.5% | -27.5% | -26.2% |
| YTD | -16.6% | +12.0% | -28.6% | -19.2% |
| 1Y | -3.9% | +12.9% | -16.8% | -7.1% |
| 3Y | +102.4% | +74.9% | +27.5% | +72.7% |
| 5Y | +82.5% | +59.9% | +22.6% | +57.6% |
| 10Y | +179.1% | +224.6% | -45.5% | +102.5% |
| All | +179.1% | +224.4% | -45.2% | +102.5% |
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