+23.9%
GOODO vs VT
+75.6%
-51.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | +2.3% | -0.7% | +3.0% | +2.3% |
| 30D | -0.4% | -1.7% | +1.4% | -0.2% |
| 3M | -11.4% | -2.3% | -9.1% | -11.1% |
| 6M | -7.7% | +1.5% | -9.2% | -7.9% |
| YTD | -7.5% | +12.0% | -19.6% | -9.2% |
| 1Y | -3.3% | +12.9% | -16.1% | -5.1% |
| All | +23.9% | +75.6% | -51.7% | +14.5% |
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