-33.2%
GOOD vs VT
+57.0%
-90.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.4% |
| 7D | -1.8% | +2.4% | -4.1% | -3.4% |
| 30D | -20.5% | -1.5% | -19.0% | -19.8% |
| 3M | -22.9% | -4.1% | -18.7% | -20.6% |
| 6M | -15.7% | +0.6% | -16.2% | -16.6% |
| YTD | +1.5% | +11.0% | -9.6% | -7.6% |
| 1Y | -2.2% | +13.3% | -15.5% | -12.5% |
| 3Y | +9.1% | +73.4% | -64.3% | -32.8% |
| All | -33.2% | +57.0% | -90.2% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling