-8.2%
GDO price history and return analytics
+57.4%
-65.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -0.6% |
| 7D | -0.4% | +0.4% | -0.8% | -0.6% |
| 30D | +0.4% | -2.6% | +3.0% | +1.3% |
| 3M | -4.2% | -3.2% | -1.0% | -3.2% |
| 6M | -7.6% | +0.9% | -8.6% | -8.1% |
| YTD | -9.8% | +11.3% | -21.1% | -13.2% |
| 1Y | -4.7% | +14.0% | -18.7% | -9.1% |
| 3Y | +19.6% | +75.8% | -56.3% | -1.9% |
| 5Y | -8.2% | +57.8% | -66.1% | -24.0% |
| All | -8.2% | +57.4% | -65.6% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling