-99.8%
GIBO vs VT
+76.1%
-175.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.0% | +1.7% | +15.3% | +14.9% |
| 7D | +55.9% | -0.3% | +56.2% | +56.3% |
| 30D | +214.1% | -1.4% | +215.5% | +219.8% |
| 3M | +287.4% | -1.4% | +288.8% | +293.8% |
| 6M | +243.0% | +5.5% | +237.6% | +276.6% |
| YTD | +119.7% | +12.8% | +106.9% | +143.8% |
| 1Y | +123.6% | +15.4% | +108.1% | +149.5% |
| 3Y | -99.8% | +76.9% | -176.7% | -99.8% |
| All | -99.8% | +76.1% | -175.9% | -99.7% |
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