-18.3%
GLDB price history and return analytics
+9.8%
-28.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | +4.1% |
| 7D | -1.5% | -4.2% | +2.7% | +4.9% |
| 30D | -9.3% | -5.8% | -3.5% | -0.8% |
| 3M | 0.0% | -5.2% | +5.2% | +8.6% |
| 6M | -15.8% | +0.1% | -15.9% | -15.9% |
| YTD | -15.3% | +8.2% | -23.5% | -22.5% |
| 1Y | -13.4% | +10.1% | -23.6% | -22.7% |
| All | -18.3% | +9.8% | -28.1% | -26.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling