+83.4%
GLO price history and return analytics
+222.7%
-139.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -1.4% | -0.1% | -1.3% | -1.3% |
| 30D | -5.8% | -0.7% | -5.1% | -5.2% |
| 3M | -1.0% | +4.0% | -5.0% | -4.6% |
| 6M | +4.3% | +12.3% | -7.9% | -6.5% |
| YTD | +6.6% | +14.0% | -7.4% | -5.9% |
| 1Y | +10.4% | +20.3% | -9.9% | -7.4% |
| 3Y | +66.9% | +75.4% | -8.5% | -2.5% |
| 5Y | -19.7% | +66.0% | -85.7% | -50.6% |
| 10Y | +83.4% | +228.2% | -144.8% | -37.1% |
| All | +83.4% | +222.7% | -139.3% | -37.1% |
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