-8.1%
GOLI vs VT
+13.3%
-21.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.8% |
| 7D | -1.5% | -0.7% | -0.8% | -1.2% |
| 30D | -3.9% | -1.7% | -2.1% | -2.8% |
| 3M | -7.3% | -2.3% | -5.0% | -5.8% |
| 6M | -13.0% | +1.5% | -14.6% | -13.8% |
| YTD | -10.9% | +12.0% | -22.9% | -16.4% |
| 1Y | -8.1% | +12.9% | -20.9% | -13.9% |
| All | -8.1% | +13.3% | -21.3% | -13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling