-30.1%
GIB vs VOO
+79.1%
-109.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.8% |
| 7D | -4.2% | +0.5% | -4.7% | -4.4% |
| 30D | -5.3% | -0.9% | -4.4% | -4.8% |
| 3M | +6.3% | +3.9% | +2.4% | +3.7% |
| 6M | -6.8% | +14.5% | -21.3% | -14.6% |
| YTD | -23.0% | +13.0% | -36.0% | -28.9% |
| 1Y | -26.4% | +19.4% | -45.9% | -34.6% |
| 3Y | -30.1% | +78.9% | -109.0% | -56.7% |
| All | -30.1% | +79.1% | -109.2% | -56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling