+88.0%
GOLF vs VT
+66.2%
+21.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.3% | +0.4% | -0.2% | -0.2% |
| 30D | -15.5% | +1.0% | -16.5% | -16.4% |
| 3M | -1.8% | +2.4% | -4.2% | -4.5% |
| 6M | -12.0% | +12.0% | -24.0% | -22.3% |
| YTD | +9.8% | +15.3% | -5.6% | -6.1% |
| 1Y | +15.7% | +22.6% | -6.9% | -7.1% |
| 3Y | +53.8% | +74.7% | -20.8% | -14.5% |
| All | +88.0% | +66.2% | +21.8% | +13.6% |
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