+93.8%
GIL vs VOO
+325.3%
-231.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.8% |
| 7D | -9.3% | -0.8% | -8.5% | -8.5% |
| 30D | -15.0% | -1.1% | -13.9% | -14.0% |
| 3M | -18.5% | +3.9% | -22.4% | -21.5% |
| 6M | -20.5% | +13.6% | -34.1% | -29.7% |
| YTD | -21.4% | +12.7% | -34.1% | -29.9% |
| 1Y | -11.1% | +17.6% | -28.7% | -24.0% |
| 3Y | +80.4% | +77.3% | +3.1% | +1.8% |
| 5Y | +39.8% | +84.1% | -44.3% | -23.4% |
| All | +93.8% | +325.3% | -231.4% | -50.0% |
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