+222.7%
GOOX vs VT
+64.3%
+158.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +1.2% |
| 7D | +2.0% | +1.0% | +1.0% | -0.3% |
| 30D | -11.2% | -0.2% | -11.0% | -10.8% |
| 3M | -18.6% | +4.5% | -23.1% | -26.1% |
| 6M | +13.0% | +14.1% | -1.0% | -15.2% |
| YTD | -0.7% | +14.8% | -15.5% | -26.9% |
| 1Y | +68.7% | +21.2% | +47.5% | +10.4% |
| All | +222.7% | +64.3% | +158.4% | +1.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling