-59.0%
GIFT vs VOO
+114.8%
-173.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.1% | -0.4% | +17.5% | +17.2% |
| 7D | +27.9% | +2.6% | +25.3% | +27.0% |
| 30D | -0.6% | -2.0% | +1.4% | 0.0% |
| 3M | -24.7% | -2.8% | -21.9% | -24.1% |
| 6M | -22.4% | +2.2% | -24.5% | -22.5% |
| YTD | -40.4% | +11.5% | -51.9% | -41.6% |
| 1Y | -39.8% | +13.5% | -53.3% | -41.2% |
| 3Y | -84.0% | +78.1% | -162.1% | -84.7% |
| 5Y | -62.5% | +73.1% | -135.7% | -63.3% |
| All | -59.0% | +114.8% | -173.8% | -65.3% |
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