-45.9%
GOOS price history and return analytics
+188.0%
-233.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.4% |
| 7D | +5.2% | -0.1% | +5.3% | +5.2% |
| 30D | +9.8% | -3.1% | +12.9% | +14.7% |
| 3M | +0.1% | -3.5% | +3.6% | +5.2% |
| 6M | -27.0% | +0.5% | -27.5% | -28.4% |
| YTD | -32.8% | +10.8% | -43.6% | -42.9% |
| 1Y | -33.1% | +11.9% | -45.0% | -44.0% |
| 3Y | -14.1% | +73.0% | -87.1% | -63.6% |
| 5Y | -81.8% | +58.6% | -140.4% | -90.7% |
| All | -45.9% | +188.0% | -233.9% | -87.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling