+149.6%
GII vs VOO
+311.2%
-161.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +2.0% | +3.3% | -1.3% | -0.3% |
| 30D | +5.5% | -2.7% | +8.1% | +7.4% |
| 3M | +1.2% | -1.7% | +2.9% | +2.3% |
| 6M | +0.4% | +3.1% | -2.8% | -2.3% |
| YTD | +10.2% | +11.9% | -1.8% | +0.8% |
| 1Y | +10.0% | +12.1% | -2.0% | +0.6% |
| 3Y | +72.9% | +78.6% | -5.7% | +9.0% |
| 5Y | +68.7% | +73.8% | -5.1% | +7.3% |
| All | +149.6% | +311.2% | -161.6% | -23.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling