-97.8%
GAUZ vs VOO
+46.6%
-144.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.7% |
| 7D | -3.7% | -0.4% | -3.3% | -3.3% |
| 30D | -7.8% | -1.4% | -6.4% | -6.1% |
| 3M | -38.3% | +3.7% | -42.0% | -40.1% |
| 6M | -26.1% | +13.0% | -39.1% | -33.9% |
| YTD | -71.4% | +12.4% | -83.8% | -74.3% |
| 1Y | -93.0% | +18.6% | -111.6% | -93.9% |
| All | -97.8% | +46.6% | -144.3% | -97.6% |
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