+80.9%
GOOP vs VT
+81.8%
-0.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +2.8% | -0.1% | +2.9% | +2.8% |
| 30D | -19.3% | -3.1% | -16.3% | -16.7% |
| 3M | -21.1% | -3.5% | -17.6% | -18.2% |
| 6M | -33.8% | +0.5% | -34.2% | -34.1% |
| YTD | -15.9% | +10.8% | -26.6% | -23.9% |
| 1Y | -10.0% | +11.9% | -21.9% | -19.4% |
| 3Y | +71.8% | +73.0% | -1.2% | +9.5% |
| All | +80.9% | +81.8% | -0.9% | +12.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling