+276.6%
GOEX vs VT
+215.5%
+61.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +12.5% | -2.3% | +14.8% | +14.5% |
| 30D | -1.8% | -5.0% | +3.2% | +2.3% |
| 3M | -0.4% | -4.9% | +4.5% | +3.9% |
| 6M | -8.1% | -1.5% | -6.5% | -5.9% |
| YTD | -2.5% | +8.5% | -11.0% | -6.1% |
| 1Y | +23.0% | +11.4% | +11.7% | +16.6% |
| 3Y | +247.5% | +70.1% | +177.4% | +150.6% |
| 5Y | +173.8% | +53.7% | +120.1% | +106.0% |
| All | +276.6% | +215.5% | +61.1% | +66.8% |
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