-6.1%
GERN vs VOO
+14.7%
-20.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.1% | +1.6% | +14.5% | +13.8% |
| 7D | +11.3% | -0.7% | +12.1% | +12.6% |
| 30D | -10.7% | -1.1% | -9.7% | -9.4% |
| 3M | -19.4% | -0.3% | -19.1% | -19.1% |
| 6M | -31.2% | +7.4% | -38.6% | -39.0% |
| YTD | -18.2% | +13.4% | -31.5% | -35.2% |
| 1Y | -6.1% | +14.8% | -20.9% | -26.7% |
| All | -6.1% | +14.7% | -20.8% | -26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling