+152.3%
GCV vs VOO
+315.3%
-163.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.7% |
| 7D | +0.2% | -0.4% | +0.6% | +0.4% |
| 30D | -3.2% | -1.4% | -1.8% | -2.4% |
| 3M | +0.9% | +3.7% | -2.8% | -1.4% |
| 6M | +7.4% | +13.0% | -5.6% | -0.4% |
| YTD | +16.0% | +12.4% | +3.5% | +7.9% |
| 1Y | +24.6% | +18.6% | +6.0% | +12.1% |
| 3Y | +66.5% | +78.1% | -11.5% | +14.9% |
| 5Y | +19.6% | +82.3% | -62.7% | -19.9% |
| 10Y | +152.3% | +322.5% | -170.3% | +2.8% |
| All | +152.3% | +315.3% | -163.1% | +2.8% |
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