+764.2%
GD vs VOO
+775.2%
-11.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.0% | +1.2% |
| 7D | -3.9% | -4.7% | +0.8% | -0.2% |
| 30D | +8.1% | -5.9% | +14.0% | +13.3% |
| 3M | -6.8% | -4.5% | -2.3% | -3.5% |
| 6M | +3.0% | +1.9% | +1.1% | +0.8% |
| YTD | +7.8% | +8.4% | -0.6% | -0.1% |
| 1Y | +5.8% | +9.5% | -3.7% | -2.7% |
| 3Y | +55.3% | +75.3% | -20.0% | -5.7% |
| 5Y | +96.7% | +67.9% | +28.8% | +21.6% |
| 10Y | +195.4% | +314.4% | -119.1% | -23.9% |
| All | +764.2% | +775.2% | -11.0% | +1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling