-25.0%
GLDB price history and return analytics
+12.6%
-37.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.4% |
| 7D | -7.7% | +2.4% | -10.0% | -10.8% |
| 30D | -12.2% | -1.5% | -10.7% | -10.2% |
| 3M | -9.4% | -4.1% | -5.2% | -3.3% |
| 6M | -26.2% | +0.6% | -26.7% | -26.6% |
| YTD | -22.2% | +11.0% | -33.3% | -31.5% |
| 1Y | -20.3% | +13.3% | -33.7% | -31.7% |
| All | -25.0% | +12.6% | -37.6% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling