-40.4%
GAIA vs VOO
+77.0%
-117.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -2.7% |
| 7D | -10.8% | -0.4% | -10.4% | -10.3% |
| 30D | -21.6% | -1.4% | -20.2% | -19.9% |
| 3M | -40.9% | +3.7% | -44.6% | -43.2% |
| 6M | -54.7% | +13.0% | -67.7% | -60.8% |
| YTD | -59.0% | +12.4% | -71.4% | -64.1% |
| 1Y | -73.3% | +18.6% | -91.9% | -78.0% |
| All | -40.4% | +77.0% | -117.4% | -61.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling