-54.4%
GO vs VT
+132.1%
-186.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.2% |
| 7D | +0.5% | -2.3% | +2.8% | +1.6% |
| 30D | +8.8% | -5.0% | +13.7% | +11.4% |
| 3M | +34.1% | -4.9% | +38.9% | +37.2% |
| 6M | +63.2% | -1.5% | +64.7% | +64.2% |
| YTD | +28.6% | +8.5% | +20.1% | +23.9% |
| 1Y | +7.0% | +11.4% | -4.4% | +1.8% |
| 3Y | -54.1% | +70.1% | -124.1% | -64.4% |
| 5Y | -44.3% | +53.7% | -98.0% | -55.1% |
| All | -54.4% | +132.1% | -186.5% | -70.9% |
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