-85.7%
GAIA vs VOO
+81.6%
-167.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -2.8% |
| 7D | -10.8% | -0.4% | -10.4% | -10.4% |
| 30D | -21.6% | -1.4% | -20.2% | -20.3% |
| 3M | -40.9% | +3.7% | -44.6% | -42.7% |
| 6M | -54.7% | +13.0% | -67.7% | -59.5% |
| YTD | -59.0% | +12.4% | -71.4% | -63.0% |
| 1Y | -73.3% | +18.6% | -91.9% | -77.0% |
| 3Y | -39.7% | +78.1% | -117.7% | -61.3% |
| 5Y | -85.7% | +82.3% | -167.9% | -90.9% |
| All | -85.7% | +81.6% | -167.2% | -90.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling