-45.2%
GOOS price history and return analytics
+182.0%
-227.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -2.0% |
| 7D | +9.6% | -2.3% | +11.9% | +13.2% |
| 30D | +16.7% | -5.0% | +21.6% | +25.5% |
| 3M | +2.8% | -4.9% | +7.7% | +10.4% |
| 6M | -26.6% | -1.5% | -25.1% | -25.8% |
| YTD | -32.0% | +8.5% | -40.5% | -40.3% |
| 1Y | -27.8% | +11.4% | -39.2% | -39.2% |
| 3Y | -12.9% | +70.1% | -82.9% | -62.2% |
| 5Y | -81.7% | +53.7% | -135.5% | -90.2% |
| All | -45.2% | +182.0% | -227.3% | -87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling