+12.1%
GAINI vs VOO
+29.3%
-17.2%
-2.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | +0.2% |
| 7D | 0.0% | -0.8% | +0.8% | 0.0% |
| 30D | -0.4% | -1.1% | +0.7% | -0.4% |
| 3M | +1.1% | +3.9% | -2.8% | +0.9% |
| 6M | +3.6% | +13.6% | -10.0% | +3.2% |
| YTD | +3.1% | +12.7% | -9.6% | +2.6% |
| 1Y | +5.2% | +17.6% | -12.4% | +4.6% |
| All | +12.1% | +29.3% | -17.2% | +11.1% |
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 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