-9.4%
GLDB vs VT
+15.2%
-24.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +1.6% |
| 7D | -1.1% | -0.3% | -0.8% | -0.5% |
| 30D | -7.1% | -1.4% | -5.7% | -4.8% |
| 3M | +6.0% | -1.4% | +7.3% | +8.6% |
| 6M | -13.2% | +5.5% | -18.7% | -19.7% |
| YTD | -13.6% | +12.8% | -26.4% | -25.2% |
| 1Y | -9.4% | +15.4% | -24.8% | -23.4% |
| All | -9.4% | +15.2% | -24.6% | -23.4% |
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