-78.8%
GOGO vs VT
+66.2%
-145.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | 0.0% | +7.2% | +7.2% |
| 7D | +4.4% | +0.4% | +4.0% | +3.9% |
| 30D | -36.3% | +1.0% | -37.3% | -37.0% |
| 3M | -31.1% | +2.4% | -33.4% | -32.7% |
| 6M | -45.8% | +12.0% | -57.8% | -52.5% |
| YTD | -39.1% | +15.3% | -54.4% | -48.5% |
| 1Y | -73.5% | +22.6% | -96.1% | -79.1% |
| 3Y | -75.8% | +74.7% | -150.5% | -86.6% |
| All | -78.8% | +66.2% | -145.0% | -89.2% |
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