+577.1%
GIC vs VOO
+812.0%
-234.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.5% |
| 7D | +2.8% | +0.5% | +2.3% | +2.2% |
| 30D | +2.3% | -0.9% | +3.3% | +3.3% |
| 3M | +30.3% | +3.9% | +26.4% | +24.6% |
| 6M | +27.7% | +14.5% | +13.2% | +9.3% |
| YTD | +39.6% | +13.0% | +26.7% | +21.4% |
| 1Y | +7.1% | +19.4% | -12.3% | -12.6% |
| 3Y | +35.4% | +78.9% | -43.5% | -30.3% |
| 5Y | +29.3% | +82.3% | -52.9% | -34.1% |
| 10Y | +821.3% | +314.2% | +507.0% | +72.7% |
| All | +577.1% | +812.0% | -234.9% | -57.6% |
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