-76.7%
GOTU vs VT
+147.0%
-223.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.0% |
| 7D | +7.0% | -0.1% | +7.2% | +7.1% |
| 30D | -11.3% | -3.1% | -8.2% | -8.3% |
| 3M | +31.2% | -3.5% | +34.7% | +35.9% |
| 6M | +23.9% | +0.5% | +23.4% | +22.3% |
| YTD | +5.2% | +10.8% | -5.6% | -6.6% |
| 1Y | -9.6% | +11.9% | -21.5% | -20.7% |
| 3Y | +0.8% | +73.0% | -72.1% | -44.1% |
| 5Y | -16.2% | +58.6% | -74.8% | -48.5% |
| All | -76.7% | +147.0% | -223.8% | -89.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling