+79.1%
GOOP vs VT
+78.1%
+1.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | +1.4% | -2.3% | +3.7% | +3.8% |
| 30D | -19.9% | -5.0% | -15.0% | -15.6% |
| 3M | -21.8% | -4.9% | -17.0% | -17.7% |
| 6M | -34.0% | -1.5% | -32.4% | -32.9% |
| YTD | -16.7% | +8.5% | -25.2% | -23.1% |
| 1Y | -10.2% | +11.4% | -21.5% | -19.0% |
| 3Y | +72.1% | +70.1% | +2.0% | +11.8% |
| All | +79.1% | +78.1% | +1.0% | +14.1% |
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