+310.5%
GOEX vs VT
+221.8%
+88.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.2% |
| 7D | -6.7% | +2.4% | -9.1% | -8.3% |
| 30D | -5.1% | -1.5% | -3.6% | -3.9% |
| 3M | -12.6% | -4.1% | -8.4% | -9.3% |
| 6M | -18.5% | +0.6% | -19.0% | -17.8% |
| YTD | -9.1% | +11.0% | -20.1% | -13.9% |
| 1Y | +6.2% | +13.3% | -7.1% | -0.8% |
| 3Y | +250.2% | +73.4% | +176.8% | +149.2% |
| 5Y | +135.0% | +57.4% | +77.6% | +73.8% |
| All | +310.5% | +221.8% | +88.8% | +107.0% |
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