-16.0%
GLIBA vs VT
+22.9%
-38.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | +3.4% |
| 7D | +18.8% | +0.4% | +18.4% | +18.3% |
| 30D | +35.9% | -2.6% | +38.5% | +36.2% |
| 3M | +10.9% | -3.2% | +14.2% | +11.4% |
| 6M | +1.9% | +0.9% | +1.0% | +1.0% |
| YTD | -26.0% | +11.3% | -37.3% | -29.8% |
| 1Y | -18.0% | +14.0% | -32.0% | -23.9% |
| All | -16.0% | +22.9% | -38.9% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling