+89.1%
GIBO vs VT
+11.9%
+77.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.3% | -6.3% | -5.4% |
| 7D | -56.9% | +2.4% | -59.2% | -61.0% |
| 30D | +32.1% | -1.5% | +33.6% | +36.0% |
| 3M | +153.9% | -4.1% | +158.0% | +193.1% |
| 6M | +132.8% | +0.6% | +132.2% | +197.5% |
| YTD | +48.0% | +11.0% | +36.9% | +107.4% |
| 1Y | +89.1% | +13.3% | +75.8% | +189.3% |
| All | +89.1% | +11.9% | +77.2% | +189.3% |
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