+47.4%
GIL vs VOO
+82.3%
-35.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.9% |
| 7D | +2.5% | +0.5% | +2.0% | +2.0% |
| 30D | -10.0% | -0.9% | -9.0% | -9.0% |
| 3M | -9.2% | +3.9% | -13.1% | -12.7% |
| 6M | -16.3% | +14.5% | -30.9% | -27.4% |
| YTD | -16.4% | +13.0% | -29.3% | -26.3% |
| 1Y | -6.3% | +19.4% | -25.8% | -22.2% |
| 3Y | +92.7% | +78.9% | +13.9% | +1.4% |
| 5Y | +47.4% | +82.3% | -34.9% | -23.8% |
| All | +47.4% | +82.3% | -35.0% | -23.8% |
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