+4.3%
GEVG vs VOO
+14.1%
-9.8%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.9% | +1.6% | -19.5% | -24.0% |
| 7D | -11.5% | -0.7% | -10.8% | -9.8% |
| 30D | -32.8% | -1.1% | -31.8% | -29.2% |
| 3M | -39.6% | -0.3% | -39.2% | -37.8% |
| 6M | -51.5% | +7.4% | -58.8% | -61.2% |
| YTD | +17.4% | +13.4% | +4.0% | -26.9% |
| All | +4.3% | +14.1% | -9.8% | -37.5% |
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 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