-83.3%
GBR vs VOO
+325.3%
-408.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | +0.8% | -11.4% | -11.4% |
| 7D | -5.0% | -0.8% | -4.2% | -4.4% |
| 30D | +5.6% | -1.1% | +6.6% | +6.4% |
| 3M | +1.3% | +3.9% | -2.6% | -3.2% |
| 6M | -20.8% | +13.6% | -34.5% | -32.0% |
| YTD | +1.3% | +12.7% | -11.4% | -12.1% |
| 1Y | -27.6% | +17.6% | -45.2% | -40.2% |
| 3Y | -37.2% | +77.3% | -114.5% | -68.0% |
| 5Y | -82.3% | +84.1% | -166.4% | -91.5% |
| All | -83.3% | +325.3% | -408.6% | -96.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling