+50.9%
GOLF vs VT
+53.4%
-2.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.7% | -3.7% |
| 7D | -5.3% | -2.3% | -3.0% | -3.2% |
| 30D | +0.2% | -5.0% | +5.2% | +5.1% |
| 3M | -13.7% | -4.9% | -8.8% | -9.7% |
| 6M | -5.5% | -1.5% | -4.0% | -4.9% |
| YTD | +2.0% | +8.5% | -6.5% | -7.4% |
| 1Y | +5.2% | +11.4% | -6.2% | -7.1% |
| 3Y | +50.7% | +70.1% | -19.3% | -14.2% |
| All | +50.9% | +53.4% | -2.5% | -0.4% |
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