-82.5%
GIFT vs VOO
+77.8%
-160.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -3.8% | +0.5% | -4.3% | -4.0% |
| 30D | -12.3% | -0.9% | -11.4% | -11.9% |
| 3M | -7.5% | +3.9% | -11.3% | -9.3% |
| 6M | -2.8% | +14.5% | -17.3% | -9.9% |
| YTD | -30.0% | +13.0% | -43.0% | -34.8% |
| 1Y | -28.0% | +19.4% | -47.5% | -34.4% |
| All | -82.5% | +77.8% | -160.3% | -86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling