+78.1%
GGB vs VOO
+82.8%
-4.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.2% |
| 7D | +3.6% | -0.8% | +4.4% | +4.4% |
| 30D | +7.7% | -1.1% | +8.8% | +8.9% |
| 3M | +11.7% | +3.9% | +7.8% | +7.4% |
| 6M | +46.4% | +13.6% | +32.8% | +29.3% |
| YTD | +42.9% | +12.7% | +30.2% | +27.3% |
| 1Y | +69.0% | +17.6% | +51.4% | +44.8% |
| 3Y | +33.0% | +77.3% | -44.3% | -21.7% |
| All | +78.1% | +82.8% | -4.7% | -0.4% |
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