-79.8%
GOOS vs VT
+66.2%
-146.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -1.2% | +0.4% | -1.7% | -1.9% |
| 30D | -7.7% | +1.0% | -8.7% | -9.1% |
| 3M | -17.4% | +2.4% | -19.7% | -21.0% |
| 6M | -31.0% | +12.0% | -43.0% | -43.4% |
| YTD | -37.1% | +15.3% | -52.5% | -50.6% |
| 1Y | -38.0% | +22.6% | -60.5% | -55.9% |
| 3Y | -49.9% | +74.7% | -124.6% | -81.6% |
| All | -79.8% | +66.2% | -146.0% | -90.7% |
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 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