+5.6%
GTLB vs VT
+10.5%
-4.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -2.0% |
| 7D | -11.1% | -2.3% | -8.8% | -9.7% |
| 30D | -7.5% | -5.0% | -2.5% | -4.8% |
| 3M | +34.8% | -4.9% | +39.7% | +38.7% |
| 6M | +98.0% | -1.5% | +99.5% | +100.5% |
| YTD | +28.1% | +8.5% | +19.7% | +22.6% |
| 1Y | +5.6% | +11.4% | -5.8% | -0.8% |
| All | +5.6% | +10.5% | -4.9% | -0.8% |
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 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