+242.1%
GIBO vs VT
+10.5%
+231.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +38.9% | +0.2% | +38.6% | +37.9% |
| 7D | +101.5% | -2.3% | +103.8% | +115.7% |
| 30D | +218.9% | -5.0% | +223.8% | +283.1% |
| 3M | +476.8% | -4.9% | +481.7% | +577.4% |
| 6M | +431.4% | -1.5% | +432.9% | +638.4% |
| YTD | +243.0% | +8.5% | +234.5% | +405.9% |
| 1Y | +242.1% | +11.4% | +230.8% | +435.8% |
| All | +242.1% | +10.5% | +231.7% | +435.8% |
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