-20.3%
GLIBK vs VT
+19.5%
-39.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.1% | +10.6% | +6.8% |
| 7D | +14.7% | -4.2% | +18.8% | +15.0% |
| 30D | +4.4% | -5.8% | +10.2% | +5.2% |
| 3M | +5.5% | -5.2% | +10.7% | +6.1% |
| 6M | -25.1% | +0.1% | -25.3% | -26.3% |
| YTD | -33.4% | +8.2% | -41.6% | -36.6% |
| 1Y | -28.9% | +10.1% | -39.0% | -33.2% |
| All | -20.3% | +19.5% | -39.8% | -31.0% |
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