+7.7%
GOOD vs VT
+74.5%
-66.8%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.3% |
| 7D | -5.7% | +2.9% | -8.6% | -7.2% |
| 30D | -22.6% | -2.5% | -20.1% | -21.6% |
| 3M | -22.4% | -3.3% | -19.1% | -21.1% |
| 6M | -17.1% | +1.5% | -18.6% | -18.3% |
| YTD | +0.2% | +11.4% | -11.1% | -7.4% |
| 1Y | -3.3% | +11.9% | -15.2% | -11.0% |
| All | +7.7% | +74.5% | -66.8% | -38.9% |
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 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