-3.2%
GIII vs VOO
+82.8%
-86.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.2% |
| 7D | +0.5% | -0.8% | +1.3% | +1.5% |
| 30D | -16.6% | -1.1% | -15.6% | -15.7% |
| 3M | -21.6% | +3.9% | -25.5% | -25.6% |
| 6M | -5.1% | +13.6% | -18.7% | -19.6% |
| YTD | -3.1% | +12.7% | -15.8% | -17.1% |
| 1Y | +3.7% | +17.6% | -13.9% | -16.2% |
| 3Y | +16.1% | +77.3% | -61.2% | -46.9% |
| All | -3.2% | +82.8% | -86.1% | -56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling