-35.8%
GERN vs VOO
+72.6%
-108.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.5% |
| 7D | -2.0% | +2.6% | -4.6% | -5.1% |
| 30D | -18.5% | -2.0% | -16.5% | -15.8% |
| 3M | -37.0% | -2.8% | -34.2% | -34.3% |
| 6M | -31.2% | +2.2% | -33.4% | -32.8% |
| YTD | -26.5% | +11.5% | -38.0% | -35.4% |
| 1Y | -15.7% | +13.5% | -29.1% | -27.5% |
| 3Y | -46.1% | +78.1% | -124.2% | -73.6% |
| All | -35.8% | +72.6% | -108.3% | -65.2% |
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