-73.8%
GLOB vs VT
+76.6%
-150.4%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.3% | +3.0% |
| 7D | +11.0% | -0.3% | +11.3% | +11.3% |
| 30D | +34.4% | -1.4% | +35.8% | +36.3% |
| 3M | +26.0% | -1.4% | +27.4% | +27.7% |
| 6M | +19.6% | +5.5% | +14.1% | +8.6% |
| YTD | -26.5% | +12.8% | -39.3% | -39.5% |
| 1Y | -18.4% | +15.4% | -33.8% | -35.2% |
| All | -73.8% | +76.6% | -150.4% | -89.8% |
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