+4.6%
GOODO vs VT
+68.0%
-63.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +1.5% | +2.4% | -0.9% | +0.9% |
| 30D | +2.6% | -1.5% | +4.1% | +2.9% |
| 3M | -11.6% | -4.1% | -7.4% | -10.7% |
| 6M | -8.2% | +0.6% | -8.7% | -8.4% |
| YTD | -7.7% | +11.0% | -18.7% | -10.5% |
| 1Y | -1.7% | +13.3% | -15.0% | -5.2% |
| 3Y | +23.7% | +73.4% | -49.7% | +4.1% |
| 5Y | -5.1% | +57.4% | -62.6% | -20.7% |
| All | +4.6% | +68.0% | -63.3% | -13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling