+86.1%
GIII vs VOO
+812.0%
-725.8%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | +0.4% |
| 7D | -14.1% | +0.5% | -14.7% | -15.0% |
| 30D | -22.1% | -0.9% | -21.2% | -21.2% |
| 3M | -20.7% | +3.9% | -24.6% | -25.3% |
| 6M | -5.6% | +14.5% | -20.1% | -22.8% |
| YTD | -4.0% | +13.0% | -16.9% | -20.0% |
| 1Y | +3.0% | +19.4% | -16.4% | -21.0% |
| 3Y | +17.9% | +78.9% | -60.9% | -50.7% |
| 5Y | -5.5% | +82.3% | -87.8% | -60.8% |
| 10Y | -10.3% | +314.2% | -324.5% | -86.7% |
| All | +86.1% | +812.0% | -725.8% | -90.6% |
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