-23.6%
GIB vs VOO
+81.6%
-105.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.2% |
| 7D | -5.5% | -0.4% | -5.1% | -5.2% |
| 30D | -8.4% | -1.4% | -7.0% | -7.4% |
| 3M | +2.7% | +3.7% | -1.0% | -0.2% |
| 6M | -8.8% | +13.0% | -21.8% | -16.8% |
| YTD | -25.0% | +12.4% | -37.4% | -31.4% |
| 1Y | -27.6% | +18.6% | -46.2% | -36.4% |
| 3Y | -31.9% | +78.1% | -109.9% | -56.8% |
| 5Y | -23.6% | +82.3% | -105.9% | -53.2% |
| All | -23.6% | +81.6% | -105.2% | -53.2% |
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