+486.7%
GS price history and return analytics
+215.5%
+271.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.7% |
| 7D | -3.2% | -2.3% | -0.9% | -0.1% |
| 30D | -2.4% | -5.0% | +2.5% | +4.4% |
| 3M | -15.7% | -4.9% | -10.9% | -9.8% |
| 6M | -6.8% | -1.5% | -5.2% | -4.1% |
| YTD | -0.1% | +8.5% | -8.5% | -8.9% |
| 1Y | +12.1% | +11.4% | +0.7% | -1.1% |
| 3Y | +185.8% | +70.1% | +115.7% | +50.5% |
| 5Y | +140.1% | +53.7% | +86.4% | +44.1% |
| All | +486.7% | +215.5% | +271.2% | +51.4% |
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 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