+422.1%
GIB vs VOO
+817.1%
-395.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.3% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +1.6% | +0.1% | +1.5% | +1.6% |
| 3M | +9.4% | +2.0% | +7.4% | +7.3% |
| 6M | +1.2% | +13.0% | -11.8% | -8.7% |
| YTD | -19.8% | +13.6% | -33.4% | -28.0% |
| 1Y | -22.3% | +20.1% | -42.4% | -33.4% |
| 3Y | -28.4% | +77.6% | -106.0% | -55.8% |
| 5Y | -19.2% | +82.4% | -101.7% | -51.6% |
| 10Y | +48.6% | +316.8% | -268.2% | -56.8% |
| All | +422.1% | +817.1% | -395.0% | -21.3% |
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