+479.8%
GIB vs VOO
+800.4%
-320.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -1.8% | +2.6% | -4.4% | -3.8% |
| 30D | +13.0% | -2.0% | +15.0% | +14.4% |
| 3M | +9.6% | -2.8% | +12.3% | +11.6% |
| 6M | +32.4% | +2.2% | +30.2% | +29.1% |
| YTD | -10.9% | +11.5% | -22.4% | -19.2% |
| 1Y | -6.3% | +13.5% | -19.8% | -16.2% |
| 3Y | -17.7% | +78.1% | -95.8% | -49.6% |
| 5Y | -7.3% | +73.1% | -80.4% | -42.3% |
| 10Y | +70.2% | +310.7% | -240.5% | -50.2% |
| All | +479.8% | +800.4% | -320.7% | -11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling