+524.5%
GAB vs VOO
+817.1%
-292.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -0.7% | +0.1% | -0.8% | -0.7% |
| 3M | +4.0% | +2.0% | +2.0% | +2.0% |
| 6M | -0.9% | +13.0% | -14.0% | -11.6% |
| YTD | -2.1% | +13.6% | -15.7% | -13.0% |
| 1Y | +3.0% | +20.1% | -17.1% | -13.2% |
| 3Y | +44.5% | +77.6% | -33.1% | -16.1% |
| 5Y | +35.8% | +82.4% | -46.6% | -24.4% |
| 10Y | +181.9% | +316.8% | -134.9% | -32.8% |
| All | +524.5% | +817.1% | -292.6% | -38.0% |
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 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