+805.5%
GIC vs VOO
+325.3%
+480.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | 0.0% |
| 7D | -2.1% | -0.8% | -1.3% | -1.3% |
| 30D | +0.6% | -1.1% | +1.7% | +1.7% |
| 3M | +23.8% | +3.9% | +19.9% | +18.8% |
| 6M | +25.1% | +13.6% | +11.5% | +9.2% |
| YTD | +36.9% | +12.7% | +24.2% | +20.6% |
| 1Y | +5.3% | +17.6% | -12.3% | -11.4% |
| 3Y | +35.2% | +77.3% | -42.1% | -26.3% |
| 5Y | +28.8% | +84.1% | -55.3% | -31.8% |
| All | +805.5% | +325.3% | +480.3% | +56.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling