+767.4%
GD vs VOO
+817.1%
-49.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.5% |
| 7D | -5.3% | +0.1% | -5.4% | -5.3% |
| 30D | -6.4% | +0.1% | -6.5% | -6.5% |
| 3M | +5.7% | +2.0% | +3.7% | +3.7% |
| 6M | -0.9% | +13.0% | -14.0% | -10.9% |
| YTD | +8.2% | +13.6% | -5.4% | -3.2% |
| 1Y | +13.4% | +20.1% | -6.7% | -3.1% |
| 3Y | +68.5% | +77.6% | -9.1% | +1.6% |
| 5Y | +97.2% | +82.4% | +14.7% | +13.6% |
| 10Y | +190.2% | +316.8% | -126.6% | -24.9% |
| All | +767.4% | +817.1% | -49.7% | -1.5% |
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