+93.1%
GAIN vs VOO
+81.6%
+11.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.4% |
| 7D | -1.7% | -0.4% | -1.3% | -1.5% |
| 30D | -0.9% | -1.4% | +0.5% | 0.0% |
| 3M | +6.8% | +3.7% | +3.1% | +4.2% |
| 6M | +23.3% | +13.0% | +10.3% | +13.5% |
| YTD | +20.4% | +12.4% | +8.0% | +11.1% |
| 1Y | +21.5% | +18.6% | +2.9% | +8.0% |
| 3Y | +82.7% | +78.1% | +4.7% | +21.1% |
| 5Y | +93.1% | +82.3% | +10.9% | +24.0% |
| All | +93.1% | +81.6% | +11.6% | +24.0% |
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 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