+185.8%
GS vs VTI
+74.2%
+111.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.9% |
| 7D | -3.2% | -2.6% | -0.6% | +0.5% |
| 30D | -2.4% | -5.0% | +2.6% | +5.0% |
| 3M | -15.7% | -4.3% | -11.5% | -10.2% |
| 6M | -6.8% | +0.6% | -7.3% | -6.7% |
| YTD | -0.1% | +8.9% | -8.9% | -9.7% |
| 1Y | +12.1% | +11.1% | +1.0% | -1.2% |
| 3Y | +185.8% | +74.5% | +111.3% | +48.7% |
| All | +185.8% | +74.2% | +111.5% | +48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling