-51.7%
GLUE price history and return analytics
+57.4%
-109.1%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -4.4% |
| 7D | -0.5% | +0.4% | -0.8% | -1.2% |
| 30D | +2.7% | -2.6% | +5.3% | +7.4% |
| 3M | -33.4% | -3.2% | -30.1% | -29.7% |
| 6M | -45.4% | +0.9% | -46.4% | -47.0% |
| YTD | -32.5% | +11.3% | -43.8% | -45.9% |
| 1Y | -14.1% | +14.0% | -28.1% | -33.7% |
| 3Y | +220.6% | +75.8% | +144.8% | +12.8% |
| 5Y | -51.7% | +57.8% | -109.5% | -78.6% |
| All | -51.7% | +57.4% | -109.1% | -78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling