+48.0%
GIB vs VOO
+325.3%
-277.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.8% | +1.0% |
| 7D | -4.7% | -0.8% | -3.9% | -4.1% |
| 30D | -4.9% | -1.1% | -3.8% | -4.1% |
| 3M | +5.1% | +3.9% | +1.2% | +1.9% |
| 6M | -3.5% | +13.6% | -17.2% | -12.8% |
| YTD | -23.5% | +12.7% | -36.2% | -30.5% |
| 1Y | -25.1% | +17.6% | -42.7% | -34.1% |
| 3Y | -31.6% | +77.3% | -108.9% | -56.6% |
| 5Y | -22.1% | +84.1% | -106.2% | -52.3% |
| All | +48.0% | +325.3% | -277.2% | -57.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling