+110.7%
G vs VOO
+314.4%
-203.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.1% |
| 7D | +6.9% | -0.9% | +7.8% | +7.5% |
| 30D | +26.9% | -2.3% | +29.3% | +29.1% |
| 3M | +29.1% | -1.2% | +30.3% | +29.8% |
| 6M | +40.9% | +3.3% | +37.5% | +35.2% |
| YTD | -5.3% | +12.3% | -17.6% | -15.8% |
| 1Y | -1.3% | +12.5% | -13.8% | -12.5% |
| 3Y | +41.6% | +79.2% | -37.6% | -19.8% |
| 5Y | -8.6% | +75.7% | -84.3% | -47.4% |
| 10Y | +110.7% | +313.7% | -203.0% | -39.4% |
| All | +110.7% | +314.4% | -203.7% | -39.4% |
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