-51.9%
GIFT vs VOO
+117.5%
-169.4%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.7% |
| 7D | -3.8% | +0.5% | -4.3% | -3.8% |
| 30D | -12.3% | -0.9% | -11.4% | -12.2% |
| 3M | -7.5% | +3.9% | -11.3% | -8.1% |
| 6M | -2.8% | +14.5% | -17.3% | -5.5% |
| YTD | -30.0% | +13.0% | -43.0% | -31.8% |
| 1Y | -28.0% | +19.4% | -47.5% | -30.3% |
| 3Y | -82.7% | +78.9% | -161.6% | -83.6% |
| 5Y | -65.8% | +82.3% | -148.1% | -67.4% |
| All | -51.9% | +117.5% | -169.4% | -59.5% |
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