+120.0%
GOOX vs VT
+55.3%
+64.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +0.8% |
| 7D | +3.8% | -2.3% | +6.1% | +9.3% |
| 30D | -35.5% | -5.0% | -30.6% | -27.4% |
| 3M | -40.4% | -4.9% | -35.5% | -32.9% |
| 6M | -54.4% | -1.5% | -52.9% | -52.5% |
| YTD | -32.3% | +8.5% | -40.8% | -43.1% |
| 1Y | -20.8% | +11.4% | -32.2% | -37.1% |
| All | +120.0% | +55.3% | +64.8% | -21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling