+585.8%
GABC vs VOO
+817.1%
-231.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -1.4% | +0.1% | -1.5% | -1.5% |
| 3M | +15.1% | +2.0% | +13.1% | +12.4% |
| 6M | +21.9% | +13.0% | +8.9% | +7.8% |
| YTD | +30.3% | +13.6% | +16.7% | +14.6% |
| 1Y | +23.2% | +20.1% | +3.1% | +2.7% |
| 3Y | +86.1% | +77.6% | +8.6% | +5.0% |
| 5Y | +53.7% | +82.4% | -28.8% | -17.6% |
| 10Y | +159.5% | +316.8% | -157.3% | -47.2% |
| All | +585.8% | +817.1% | -231.3% | -60.3% |
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