-1.3%
G vs VOO
+13.0%
-14.3%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +1.2% |
| 7D | +6.9% | -0.9% | +7.8% | +6.9% |
| 30D | +26.9% | -2.3% | +29.3% | +27.0% |
| 3M | +29.1% | -1.2% | +30.3% | +29.0% |
| 6M | +40.9% | +3.3% | +37.5% | +39.6% |
| YTD | -5.3% | +12.3% | -17.6% | -9.2% |
| 1Y | -1.3% | +12.5% | -13.8% | -5.4% |
| All | -1.3% | +13.0% | -14.3% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling