-2.1%
GOVI vs VT
+20.4%
-22.5%
-5.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -0.1% | -0.7% | +0.5% | 0.0% |
| 3M | -1.6% | +4.0% | -5.6% | -2.2% |
| 6M | -4.0% | +12.3% | -16.3% | -5.4% |
| YTD | -2.2% | +14.0% | -16.3% | -3.7% |
| 1Y | -2.1% | +20.3% | -22.4% | -3.4% |
| All | -2.1% | +20.4% | -22.5% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling