-63.8%
GOGO vs VT
+75.6%
-139.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +0.7% |
| 7D | +45.8% | -0.7% | +46.5% | +47.7% |
| 30D | +51.2% | -1.7% | +53.0% | +56.2% |
| 3M | +27.7% | -2.3% | +30.0% | +33.5% |
| 6M | -12.4% | +1.5% | -13.9% | -13.2% |
| YTD | -20.8% | +12.0% | -32.9% | -33.3% |
| 1Y | -50.1% | +12.9% | -63.0% | -58.4% |
| All | -63.8% | +75.6% | -139.4% | -84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling