-3.7%
GOVI vs VT
+222.7%
-226.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.4% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -0.1% | -0.7% | +0.5% | -0.2% |
| 3M | -1.6% | +4.0% | -5.6% | -1.4% |
| 6M | -4.0% | +12.3% | -16.3% | -3.4% |
| YTD | -2.2% | +14.0% | -16.3% | -1.5% |
| 1Y | -2.1% | +20.3% | -22.4% | -1.0% |
| 3Y | +5.2% | +75.4% | -70.2% | +9.3% |
| 5Y | -17.9% | +66.0% | -83.9% | -15.6% |
| 10Y | -3.7% | +228.2% | -231.9% | +7.5% |
| All | -3.7% | +222.7% | -226.4% | +7.5% |
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