+123.6%
GIBO vs VT
+15.2%
+108.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.0% | +1.7% | +15.3% | +9.2% |
| 7D | +55.9% | -0.3% | +56.2% | +57.1% |
| 30D | +214.1% | -1.4% | +215.5% | +234.0% |
| 3M | +287.4% | -1.4% | +288.8% | +305.0% |
| 6M | +243.0% | +5.5% | +237.6% | +319.7% |
| YTD | +119.7% | +12.8% | +106.9% | +179.9% |
| 1Y | +123.6% | +15.4% | +108.1% | +197.3% |
| All | +123.6% | +15.2% | +108.3% | +197.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling