+224.3%
GARP vs VOO
+154.4%
+69.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +1.0% |
| 7D | +0.1% | -0.9% | +1.0% | +1.2% |
| 30D | -9.5% | -2.3% | -7.1% | -6.9% |
| 3M | -6.8% | -1.2% | -5.6% | -5.3% |
| 6M | +1.1% | +3.3% | -2.2% | -1.7% |
| YTD | +14.6% | +12.3% | +2.3% | +2.5% |
| 1Y | +14.9% | +12.5% | +2.4% | +2.7% |
| 3Y | +107.1% | +79.2% | +27.9% | +19.0% |
| 5Y | +104.8% | +75.7% | +29.2% | +20.3% |
| All | +224.3% | +154.4% | +69.9% | +49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling