+17.1%
GSBD price history and return analytics
+221.8%
-204.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -4.5% | +2.4% | -6.9% | -6.4% |
| 30D | -4.5% | -1.5% | -3.0% | -3.5% |
| 3M | -13.8% | -4.1% | -9.6% | -10.9% |
| 6M | -0.7% | +0.6% | -1.3% | -1.7% |
| YTD | -0.8% | +11.0% | -11.8% | -10.1% |
| 1Y | -2.5% | +13.3% | -15.8% | -13.3% |
| 3Y | -12.5% | +73.4% | -85.9% | -47.1% |
| 5Y | -15.4% | +57.4% | -72.9% | -44.6% |
| All | +17.1% | +221.8% | -204.7% | -57.0% |
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