+68.9%
G vs VOO
+325.3%
-256.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.4% |
| 7D | -5.3% | -0.8% | -4.6% | -4.7% |
| 30D | +4.1% | -1.1% | +5.1% | +5.1% |
| 3M | +10.8% | +3.9% | +6.9% | +6.5% |
| 6M | -7.8% | +13.6% | -21.5% | -18.7% |
| YTD | -23.7% | +12.7% | -36.4% | -32.0% |
| 1Y | -17.6% | +17.6% | -35.2% | -29.5% |
| 3Y | +0.2% | +77.3% | -77.2% | -42.3% |
| 5Y | -24.5% | +84.1% | -108.6% | -58.2% |
| All | +68.9% | +325.3% | -256.4% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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