+316.3%
GIBO vs VT
+13.0%
+303.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.6% | +7.8% | -0.5% |
| 7D | +122.5% | +0.4% | +122.2% | +113.6% |
| 30D | +210.9% | -2.6% | +213.5% | +239.9% |
| 3M | +560.7% | -3.2% | +564.0% | +635.7% |
| 6M | +491.1% | +0.9% | +490.2% | +633.3% |
| YTD | +278.7% | +11.3% | +267.4% | +394.5% |
| All | +316.3% | +13.0% | +303.3% | +457.0% |
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