-37.1%
GOOS price history and return analytics
+11.9%
-49.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.5% |
| 7D | -4.0% | +2.4% | -6.3% | -6.4% |
| 30D | +7.1% | -1.5% | +8.6% | +8.6% |
| 3M | -2.8% | -4.1% | +1.4% | +1.8% |
| 6M | -20.8% | +0.6% | -21.3% | -22.5% |
| YTD | -34.7% | +11.0% | -45.7% | -44.6% |
| 1Y | -37.1% | +13.3% | -50.5% | -48.4% |
| All | -37.1% | +11.9% | -49.1% | -48.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling