+54.7%
GOOY vs VT
+60.8%
-6.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.6% |
| 7D | +1.8% | -2.3% | +4.1% | +3.9% |
| 30D | -17.0% | -5.0% | -12.0% | -13.1% |
| 3M | -17.1% | -4.9% | -12.2% | -13.3% |
| 6M | -24.6% | -1.5% | -23.1% | -23.7% |
| YTD | -7.3% | +8.5% | -15.8% | -14.1% |
| 1Y | -0.3% | +11.4% | -11.7% | -9.8% |
| 3Y | +60.6% | +70.1% | -9.5% | +0.1% |
| All | +54.7% | +60.8% | -6.1% | +3.3% |
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 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