-36.7%
GOOS vs VT
+10.7%
-47.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.6% | +5.2% |
| 7D | +11.4% | -4.2% | +15.6% | +16.8% |
| 30D | +17.3% | -5.8% | +23.1% | +25.5% |
| 3M | +1.6% | -5.2% | +6.8% | +7.9% |
| 6M | -21.8% | +0.1% | -21.9% | -24.2% |
| YTD | -30.8% | +8.2% | -39.0% | -40.7% |
| 1Y | -36.7% | +10.1% | -46.8% | -47.7% |
| All | -36.7% | +10.7% | -47.4% | -47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling