+72.9%
GIB price history and return analytics
+221.8%
-148.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -1.8% | +2.4% | -4.2% | -3.6% |
| 30D | +13.0% | -1.5% | +14.6% | +14.0% |
| 3M | +9.6% | -4.1% | +13.7% | +12.8% |
| 6M | +32.4% | +0.6% | +31.8% | +30.5% |
| YTD | -10.9% | +11.0% | -21.9% | -19.3% |
| 1Y | -6.3% | +13.3% | -19.6% | -16.6% |
| 3Y | -17.7% | +73.4% | -91.1% | -49.0% |
| 5Y | -7.3% | +57.4% | -64.7% | -38.0% |
| All | +72.9% | +221.8% | -148.9% | -42.9% |
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