+419.1%
GBCI vs VT
+346.0%
+73.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -1.1% |
| 7D | -0.8% | -2.3% | +1.5% | +1.8% |
| 30D | +12.6% | -5.0% | +17.6% | +19.2% |
| 3M | +0.1% | -4.9% | +5.0% | +5.8% |
| 6M | -1.8% | -1.5% | -0.3% | -0.8% |
| YTD | +11.7% | +8.5% | +3.2% | +0.4% |
| 1Y | +20.0% | +11.4% | +8.6% | +4.5% |
| 3Y | +64.2% | +70.1% | -5.9% | -12.1% |
| 5Y | -5.4% | +53.7% | -59.1% | -42.9% |
| 10Y | +139.8% | +220.0% | -80.1% | -37.2% |
| All | +419.1% | +346.0% | +73.1% | +15.2% |
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