+39.9%
GAUG vs VOO
+79.1%
-39.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | +0.4% | +0.5% | -0.2% | +0.1% |
| 30D | +0.5% | -0.9% | +1.4% | +0.9% |
| 3M | +2.5% | +3.9% | -1.4% | +0.7% |
| 6M | +7.6% | +14.5% | -7.0% | +0.7% |
| YTD | +7.3% | +13.0% | -5.7% | +1.1% |
| 1Y | +10.5% | +19.4% | -8.9% | +1.4% |
| 3Y | +39.9% | +78.9% | -39.0% | +4.0% |
| All | +39.9% | +79.1% | -39.2% | +4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling