-80.0%
GOTU price history and return analytics
+154.4%
-234.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | 0.0% |
| 7D | -4.5% | -1.1% | -3.4% | -3.4% |
| 30D | +22.1% | -1.0% | +23.1% | +23.3% |
| 3M | +42.9% | +3.2% | +39.7% | +37.4% |
| 6M | -1.4% | +12.5% | -13.9% | -14.0% |
| YTD | -9.5% | +14.1% | -23.5% | -22.0% |
| 1Y | -42.5% | +18.9% | -61.4% | -52.6% |
| 3Y | -20.2% | +74.1% | -94.2% | -55.9% |
| 5Y | -20.5% | +66.9% | -87.3% | -53.1% |
| All | -80.0% | +154.4% | -234.3% | -91.1% |
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