-24.0%
GLIBA vs VT
+19.5%
-43.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -4.1% | +11.2% | +7.3% |
| 7D | +14.9% | -4.2% | +19.0% | +15.1% |
| 30D | +4.5% | -5.8% | +10.3% | +5.1% |
| 3M | +2.2% | -5.2% | +7.5% | +2.8% |
| 6M | -26.5% | +0.1% | -26.6% | -27.6% |
| YTD | -33.0% | +8.2% | -41.2% | -36.3% |
| 1Y | -29.6% | +10.1% | -39.7% | -34.1% |
| All | -24.0% | +19.5% | -43.5% | -33.1% |
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