+76.0%
GIC vs VOO
+14.7%
+61.3%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.6% | +6.2% | +6.9% |
| 7D | +7.6% | -0.7% | +8.3% | +7.9% |
| 30D | +9.2% | -1.1% | +10.2% | +9.6% |
| 3M | +28.1% | -0.3% | +28.5% | +28.2% |
| 6M | +46.9% | +7.4% | +39.6% | +40.4% |
| YTD | +67.0% | +13.4% | +53.7% | +51.9% |
| 1Y | +76.0% | +14.8% | +61.2% | +59.4% |
| All | +76.0% | +14.7% | +61.3% | +59.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling