+109.7%
GOOP price history and return analytics
+87.2%
+22.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.9% |
| 7D | -2.1% | -0.1% | -1.9% | -1.9% |
| 30D | -8.5% | -0.7% | -7.9% | -7.9% |
| 3M | -14.8% | +4.0% | -18.8% | -18.0% |
| 6M | +1.9% | +12.3% | -10.4% | -9.2% |
| YTD | -2.5% | +14.0% | -16.5% | -14.4% |
| 1Y | +20.6% | +20.3% | +0.3% | +0.6% |
| All | +109.7% | +87.2% | +22.6% | +26.9% |
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 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