+642.6%
GS vs VTI
+294.2%
+348.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | +3.4% | +0.6% | +2.7% | +2.6% |
| 30D | +0.2% | -1.1% | +1.3% | +1.6% |
| 3M | -0.3% | +3.9% | -4.2% | -4.6% |
| 6M | +27.4% | +14.6% | +12.7% | +8.8% |
| YTD | +19.6% | +13.3% | +6.3% | +3.9% |
| 1Y | +42.5% | +19.2% | +23.3% | +16.6% |
| 3Y | +240.4% | +77.4% | +163.0% | +77.6% |
| 5Y | +188.9% | +74.0% | +114.9% | +53.2% |
| 10Y | +642.6% | +294.6% | +347.9% | +33.6% |
| All | +642.6% | +294.2% | +348.3% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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