+30.8%
GBTG vs VOO
+89.0%
-58.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | 0.0% | -0.4% | +0.4% | +0.3% |
| 30D | +0.3% | -1.4% | +1.7% | +1.3% |
| 3M | +1.4% | +3.7% | -2.3% | -1.6% |
| 6M | +64.6% | +13.0% | +51.5% | +48.6% |
| YTD | +23.9% | +12.4% | +11.5% | +12.5% |
| 1Y | +16.9% | +18.6% | -1.7% | +1.8% |
| 3Y | +71.7% | +78.1% | -6.3% | +19.1% |
| All | +30.8% | +89.0% | -58.2% | -13.4% |
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