-18.7%
GLDB price history and return analytics
+10.0%
-28.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.9% |
| 7D | +3.0% | -2.3% | +5.3% | +6.3% |
| 30D | -7.4% | -5.0% | -2.5% | -0.1% |
| 3M | -0.2% | -4.9% | +4.7% | +7.8% |
| 6M | -18.4% | -1.5% | -16.9% | -16.4% |
| YTD | -15.8% | +8.5% | -24.2% | -23.2% |
| 1Y | -12.8% | +11.4% | -24.1% | -23.0% |
| All | -18.7% | +10.0% | -28.8% | -27.3% |
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