+1.7%
GCV vs VOO
+72.8%
-71.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -2.5% | -0.6% | -2.0% | -2.2% |
| 30D | -6.6% | -3.6% | -2.9% | -4.8% |
| 3M | -16.2% | -2.7% | -13.5% | -15.1% |
| 6M | -11.6% | +2.2% | -13.8% | -12.5% |
| YTD | +0.3% | +10.9% | -10.6% | -4.6% |
| 1Y | +0.6% | +11.3% | -10.8% | -4.5% |
| 3Y | +58.6% | +76.9% | -18.3% | +20.4% |
| 5Y | +1.7% | +73.5% | -71.8% | -22.7% |
| All | +1.7% | +72.8% | -71.1% | -22.7% |
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