-54.1%
GTLB price history and return analytics
+64.6%
-118.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.5% |
| 7D | -0.7% | +2.4% | -3.1% | -5.6% |
| 30D | -10.2% | -1.5% | -8.7% | -7.6% |
| 3M | +10.1% | -4.1% | +14.2% | +19.1% |
| 6M | +116.5% | +0.6% | +115.9% | +109.6% |
| YTD | +27.2% | +11.0% | +16.1% | -2.8% |
| 1Y | +8.6% | +13.3% | -4.8% | -21.1% |
| 3Y | +5.6% | +73.4% | -67.8% | -72.2% |
| 5Y | -61.8% | +57.4% | -119.2% | -84.9% |
| All | -54.1% | +64.6% | -118.7% | -83.6% |
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 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