-18.2%
GLOB vs VT
+10.7%
-28.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.1% | +6.6% | +3.4% |
| 7D | +12.7% | -4.2% | +16.9% | +13.7% |
| 30D | +38.5% | -5.8% | +44.3% | +40.5% |
| 3M | +28.3% | -5.2% | +33.5% | +30.0% |
| 6M | +22.8% | +0.1% | +22.7% | +19.1% |
| YTD | -24.7% | +8.2% | -32.9% | -31.2% |
| 1Y | -18.2% | +10.1% | -28.3% | -27.2% |
| All | -18.2% | +10.7% | -28.9% | -27.2% |
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