-2.1%
GLOB vs VT
+224.5%
-226.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -3.4% | +0.4% | -3.9% | -4.0% |
| 30D | +2.0% | +1.0% | +1.0% | +0.6% |
| 3M | -1.1% | +2.4% | -3.5% | -5.8% |
| 6M | -24.7% | +12.0% | -36.8% | -38.1% |
| YTD | -40.1% | +15.3% | -55.5% | -52.7% |
| 1Y | -37.2% | +22.6% | -59.8% | -54.7% |
| 3Y | -80.7% | +74.7% | -155.3% | -91.7% |
| 5Y | -88.2% | +66.1% | -154.3% | -94.2% |
| All | -2.1% | +224.5% | -226.5% | -78.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling