-99.9%
GIBO vs VT
+80.1%
-180.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.5% | +7.5% |
| 7D | +6.9% | +0.4% | +6.4% | +6.3% |
| 30D | +11.4% | +1.0% | +10.4% | +9.9% |
| 3M | +0.6% | +2.4% | -1.8% | +6.4% |
| 6M | -5.7% | +12.0% | -17.7% | +1.2% |
| YTD | -34.1% | +15.3% | -49.4% | -28.9% |
| 1Y | -47.1% | +22.6% | -69.7% | -42.2% |
| 3Y | -99.9% | +74.7% | -174.6% | -99.9% |
| All | -99.9% | +80.1% | -180.0% | -99.9% |
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