+6.2%
GOLI vs VT
+38.4%
-32.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +0.6% |
| 7D | +3.9% | +0.4% | +3.5% | +3.7% |
| 30D | -1.7% | -2.6% | +0.9% | -0.8% |
| 3M | -3.7% | -3.2% | -0.4% | -2.6% |
| 6M | -10.0% | +0.9% | -10.9% | -10.0% |
| YTD | -8.0% | +11.3% | -19.3% | -9.9% |
| 1Y | -3.5% | +14.0% | -17.5% | -5.5% |
| All | +6.2% | +38.4% | -32.3% | +3.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling