+56.8%
GOVI vs VT
+357.8%
-301.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.1% |
| 7D | -2.1% | +2.9% | -4.9% | -1.7% |
| 30D | +1.6% | -2.5% | +4.1% | +1.3% |
| 3M | -1.5% | -3.3% | +1.8% | -1.9% |
| 6M | -2.6% | +1.5% | -4.1% | -2.3% |
| YTD | -3.4% | +11.4% | -14.8% | -2.0% |
| 1Y | -4.4% | +11.9% | -16.3% | -2.9% |
| 3Y | +7.7% | +73.9% | -66.2% | +16.6% |
| 5Y | -17.7% | +57.9% | -75.6% | -12.1% |
| 10Y | +0.5% | +222.6% | -222.1% | +23.4% |
| All | +56.8% | +357.8% | -301.0% | +104.9% |
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