+78.0%
GOOP vs VT
+77.7%
+0.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | +1.8% |
| 7D | -0.2% | -4.2% | +4.0% | +4.2% |
| 30D | -19.7% | -5.8% | -13.9% | -14.7% |
| 3M | -23.3% | -5.2% | -18.1% | -18.9% |
| 6M | -32.6% | +0.1% | -32.8% | -32.7% |
| YTD | -17.2% | +8.2% | -25.5% | -23.4% |
| 1Y | -10.4% | +10.1% | -20.6% | -18.4% |
| 3Y | +72.3% | +69.7% | +2.6% | +12.2% |
| All | +78.0% | +77.7% | +0.3% | +13.7% |
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