+84.8%
GOOP vs VT
+83.9%
+0.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +0.9% |
| 7D | +1.4% | -0.7% | +2.1% | +2.0% |
| 30D | -17.9% | -1.7% | -16.1% | -16.4% |
| 3M | -15.9% | -2.3% | -13.6% | -13.8% |
| 6M | -30.2% | +1.5% | -31.8% | -31.3% |
| YTD | -14.1% | +12.0% | -26.1% | -23.2% |
| 1Y | -8.5% | +12.9% | -21.4% | -18.8% |
| 3Y | +75.4% | +74.9% | +0.5% | +10.5% |
| All | +84.8% | +83.9% | +0.8% | +13.9% |
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