+20.5%
GSBD price history and return analytics
+223.7%
-203.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -2.9% |
| 7D | -3.8% | +0.4% | -4.2% | -4.2% |
| 30D | -2.2% | -2.6% | +0.4% | -0.2% |
| 3M | -8.7% | -3.2% | -5.4% | -6.3% |
| 6M | -0.8% | +0.9% | -1.7% | -2.0% |
| YTD | +3.2% | +11.3% | -8.1% | -6.7% |
| 1Y | +0.7% | +14.0% | -13.3% | -10.9% |
| 3Y | -7.7% | +75.8% | -83.6% | -44.9% |
| 5Y | -12.1% | +57.8% | -70.0% | -42.6% |
| 10Y | +20.5% | +219.8% | -199.3% | -56.2% |
| All | +20.5% | +223.7% | -203.2% | -56.2% |
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