+46.7%
GSK price history and return analytics
+66.2%
-19.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.5% |
| 7D | -4.2% | +1.0% | -5.2% | -4.6% |
| 30D | -7.5% | -0.2% | -7.3% | -7.4% |
| 3M | -3.3% | +4.5% | -7.8% | -5.1% |
| 6M | -9.3% | +14.1% | -23.4% | -14.4% |
| YTD | +1.6% | +14.8% | -13.2% | -4.4% |
| 1Y | +25.5% | +21.2% | +4.3% | +15.4% |
| 3Y | +49.3% | +76.6% | -27.3% | +16.4% |
| 5Y | +46.7% | +66.6% | -19.9% | +13.3% |
| All | +46.7% | +66.2% | -19.5% | +13.3% |
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