-0.2%
GLOB price history and return analytics
+221.8%
-221.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | -4.2% | +2.4% | -6.6% | -7.6% |
| 30D | +23.2% | -1.5% | +24.7% | +24.7% |
| 3M | +10.8% | -4.1% | +14.9% | +16.4% |
| 6M | +38.7% | +0.6% | +38.1% | +33.5% |
| YTD | -30.5% | +11.0% | -41.6% | -42.6% |
| 1Y | -27.7% | +13.3% | -41.1% | -42.2% |
| 3Y | -73.7% | +73.4% | -147.0% | -88.7% |
| 5Y | -86.0% | +57.4% | -143.4% | -92.7% |
| All | -0.2% | +221.8% | -221.9% | -76.0% |
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