+62.7%
GOP vs VT
+75.6%
-12.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -1.6% |
| 7D | -9.0% | -4.2% | -4.8% | -5.3% |
| 30D | -12.3% | -5.8% | -6.5% | -7.3% |
| 3M | -10.1% | -5.2% | -4.9% | -5.5% |
| 6M | -7.2% | +0.1% | -7.4% | -7.2% |
| YTD | +10.2% | +8.2% | +2.0% | +2.8% |
| 1Y | +10.3% | +10.1% | +0.2% | +1.4% |
| 3Y | +63.7% | +69.7% | -6.0% | +1.0% |
| All | +62.7% | +75.6% | -12.9% | -3.0% |
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