+117.4%
GAA vs VOO
+349.0%
-231.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -0.6% | -2.0% | +1.4% | +0.1% |
| 30D | +1.2% | -1.7% | +2.9% | +1.8% |
| 3M | +4.8% | +4.7% | 0.0% | +3.0% |
| 6M | +6.7% | +12.6% | -5.9% | +2.1% |
| YTD | +12.5% | +11.8% | +0.7% | +7.9% |
| 1Y | +17.5% | +17.5% | 0.0% | +10.6% |
| 3Y | +50.3% | +77.0% | -26.6% | +21.1% |
| 5Y | +41.1% | +82.6% | -41.5% | +11.4% |
| 10Y | +109.4% | +320.0% | -210.6% | +19.4% |
| All | +117.4% | +349.0% | -231.6% | +20.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling