+352.4%
GOAU vs VT
+187.0%
+165.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +1.5% | +0.4% | +1.0% | +1.2% |
| 30D | +20.2% | +1.0% | +19.2% | +19.4% |
| 3M | +18.6% | +2.4% | +16.2% | +17.1% |
| 6M | -4.8% | +12.0% | -16.9% | -11.3% |
| YTD | +16.6% | +15.3% | +1.2% | +6.9% |
| 1Y | +44.8% | +22.6% | +22.3% | +27.9% |
| 3Y | +218.5% | +74.7% | +143.9% | +123.6% |
| 5Y | +184.7% | +66.1% | +118.5% | +102.4% |
| All | +352.4% | +187.0% | +165.4% | +164.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling