+126.0%
GARP vs VOO
+81.6%
+44.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | +1.1% | -0.4% | +1.5% | +1.6% |
| 30D | -0.2% | -1.4% | +1.1% | +1.5% |
| 3M | +5.7% | +3.7% | +2.0% | +1.1% |
| 6M | +23.7% | +13.0% | +10.7% | +6.6% |
| YTD | +22.7% | +12.4% | +10.3% | +6.5% |
| 1Y | +31.9% | +18.6% | +13.3% | +7.4% |
| 3Y | +129.2% | +78.1% | +51.1% | +15.9% |
| 5Y | +126.0% | +82.3% | +43.7% | +13.2% |
| All | +126.0% | +81.6% | +44.4% | +13.2% |
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