+4.6%
GOLI vs VT
+34.9%
-30.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +3.8% | -2.3% | +6.2% | +4.6% |
| 30D | -1.2% | -5.0% | +3.7% | +0.4% |
| 3M | -3.2% | -4.9% | +1.7% | -1.5% |
| 6M | -11.0% | -1.5% | -9.5% | -10.3% |
| YTD | -9.3% | +8.5% | -17.8% | -10.4% |
| 1Y | -4.5% | +11.4% | -15.9% | -5.7% |
| All | +4.6% | +34.9% | -30.3% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling