+448.8%
GS price history and return analytics
+220.7%
+228.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.1% |
| 7D | +1.6% | -0.1% | +1.7% | +1.9% |
| 30D | +1.7% | -3.1% | +4.7% | +6.1% |
| 3M | -11.6% | -3.5% | -8.1% | -7.1% |
| 6M | -1.9% | +0.5% | -2.4% | -1.7% |
| YTD | +5.1% | +10.8% | -5.7% | -6.8% |
| 1Y | +16.4% | +11.9% | +4.5% | +2.1% |
| 3Y | +199.0% | +73.0% | +126.0% | +54.0% |
| 5Y | +157.4% | +58.6% | +98.8% | +48.3% |
| All | +448.8% | +220.7% | +228.2% | +30.0% |
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 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