-25.7%
GIFT vs VOO
+17.3%
-43.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.6% | +9.9% | +9.7% |
| 7D | -3.2% | -2.0% | -1.2% | -1.8% |
| 30D | -16.7% | -1.7% | -15.0% | -15.7% |
| 3M | -15.9% | +4.7% | -20.7% | -19.6% |
| 6M | +0.7% | +12.6% | -11.9% | -15.9% |
| YTD | -30.5% | +11.8% | -42.2% | -41.8% |
| 1Y | -25.7% | +17.5% | -43.3% | -44.9% |
| All | -25.7% | +17.3% | -43.0% | -44.9% |
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