-20.2%
GOTU price history and return analytics
+65.7%
-85.8%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.4% |
| 7D | -4.5% | -1.1% | -3.4% | -2.9% |
| 30D | +22.1% | -1.0% | +23.1% | +23.7% |
| 3M | +42.9% | +3.2% | +39.7% | +34.7% |
| 6M | -1.4% | +12.5% | -13.9% | -19.8% |
| YTD | -9.5% | +14.1% | -23.5% | -27.8% |
| 1Y | -42.5% | +18.9% | -61.4% | -57.3% |
| 3Y | -20.2% | +74.1% | -94.2% | -70.3% |
| All | -20.2% | +65.7% | -85.8% | -61.0% |
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 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