+59.4%
GOVI vs VT
+374.2%
-314.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.2% | +0.4% | -0.7% | -0.2% |
| 30D | -0.4% | +1.0% | -1.4% | -0.3% |
| 3M | -1.5% | +2.4% | -3.9% | -1.2% |
| 6M | -3.6% | +12.0% | -15.6% | -2.2% |
| YTD | -1.8% | +15.3% | -17.1% | +0.1% |
| 1Y | -0.4% | +22.6% | -23.0% | +2.4% |
| 3Y | +5.3% | +74.7% | -69.4% | +14.0% |
| 5Y | -17.2% | +66.1% | -83.3% | -10.9% |
| 10Y | -4.3% | +225.0% | -229.3% | +17.5% |
| All | +59.4% | +374.2% | -314.8% | +109.2% |
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