+472.1%
GOLF vs VT
+232.9%
+239.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.4% |
| 6M | -12.0% | +12.0% | -24.0% | -21.6% |
| YTD | +9.8% | +15.3% | -5.6% | -5.1% |
| 1Y | +15.7% | +22.6% | -6.9% | -5.6% |
| 3Y | +53.8% | +74.7% | -20.8% | -10.3% |
| 5Y | +86.3% | +66.1% | +20.1% | +14.2% |
| All | +472.1% | +232.9% | +239.1% | +96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling