-85.3%
GLOB price history and return analytics
+57.5%
-142.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.4% | +3.7% |
| 7D | +6.6% | -0.1% | +6.8% | +6.2% |
| 30D | +34.4% | -3.1% | +37.4% | +39.7% |
| 3M | +26.6% | -3.5% | +30.1% | +32.2% |
| 6M | +24.4% | +0.5% | +24.0% | +19.2% |
| YTD | -25.3% | +10.8% | -36.1% | -39.7% |
| 1Y | -23.6% | +11.9% | -35.5% | -39.5% |
| 3Y | -71.9% | +73.0% | -144.9% | -89.8% |
| 5Y | -85.3% | +58.6% | -143.9% | -92.7% |
| All | -85.3% | +57.5% | -142.8% | -92.7% |
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 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