-17.7%
GIB vs VOO
+78.5%
-96.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -1.8% | +2.6% | -4.4% | -3.1% |
| 30D | +13.0% | -2.0% | +15.0% | +14.0% |
| 3M | +9.6% | -2.8% | +12.3% | +11.0% |
| 6M | +32.4% | +2.2% | +30.2% | +30.1% |
| YTD | -10.9% | +11.5% | -22.4% | -17.1% |
| 1Y | -6.3% | +13.5% | -19.8% | -13.8% |
| 3Y | -17.7% | +78.1% | -95.8% | -46.0% |
| All | -17.7% | +78.5% | -96.2% | -46.0% |
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