+183.8%
GOAU vs VT
+65.7%
+118.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.6% |
| 7D | -3.7% | -1.1% | -2.6% | -2.6% |
| 30D | +6.0% | -1.0% | +7.0% | +7.2% |
| 3M | +26.0% | +3.2% | +22.9% | +22.7% |
| 6M | -3.6% | +12.5% | -16.1% | -12.7% |
| YTD | +12.2% | +14.1% | -1.8% | +0.9% |
| 1Y | +30.0% | +18.9% | +11.0% | +13.0% |
| 3Y | +221.0% | +74.1% | +146.9% | +99.8% |
| All | +183.8% | +65.7% | +118.1% | +69.0% |
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 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