+16.1%
GIGB vs VT
+74.5%
-58.5%
-5.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.3% | +2.9% | -4.2% | -1.7% |
| 30D | +0.8% | -2.5% | +3.4% | +1.2% |
| 3M | -1.3% | -3.3% | +2.0% | -0.8% |
| 6M | -1.8% | +1.5% | -3.3% | -2.1% |
| YTD | -1.5% | +11.4% | -12.9% | -3.4% |
| 1Y | -1.3% | +11.9% | -13.2% | -3.2% |
| All | +16.1% | +74.5% | -58.5% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling