+129.7%
GLTR price history and return analytics
+367.8%
-238.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +4.9% | -2.3% | +7.2% | +5.6% |
| 30D | -5.2% | -5.0% | -0.2% | -3.6% |
| 3M | -9.2% | -4.9% | -4.3% | -7.7% |
| 6M | -21.6% | -1.5% | -20.1% | -21.0% |
| YTD | -15.4% | +8.5% | -23.9% | -17.0% |
| 1Y | +2.1% | +11.4% | -9.3% | -0.5% |
| 3Y | +98.1% | +70.1% | +28.0% | +72.0% |
| 5Y | +90.7% | +53.7% | +36.9% | +68.4% |
| 10Y | +168.4% | +220.0% | -51.6% | +95.5% |
| All | +129.7% | +367.8% | -238.2% | +44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling