-3.2%
GIB price history and return analytics
+12.5%
-15.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +1.7% | -0.1% | +1.9% | +1.7% |
| 30D | +17.7% | -3.1% | +20.8% | +17.9% |
| 3M | +9.8% | -3.5% | +13.3% | +10.1% |
| 6M | +21.4% | +0.5% | +20.9% | +21.3% |
| YTD | -10.1% | +10.8% | -20.9% | -12.6% |
| 1Y | -3.2% | +11.9% | -15.1% | -6.2% |
| All | -3.2% | +12.5% | -15.7% | -6.2% |
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