+366.7%
GIL vs VOO
+817.1%
-450.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -7.7% | +0.1% | -7.7% | -7.7% |
| 3M | -7.3% | +2.0% | -9.3% | -9.1% |
| 6M | -19.4% | +13.0% | -32.5% | -28.5% |
| YTD | -13.4% | +13.6% | -27.0% | -23.4% |
| 1Y | -1.7% | +20.1% | -21.8% | -17.9% |
| 3Y | +86.6% | +77.6% | +9.0% | +4.8% |
| 5Y | +47.3% | +82.4% | -35.1% | -18.8% |
| 10Y | +110.8% | +316.8% | -206.1% | -47.9% |
| All | +366.7% | +817.1% | -450.4% | -50.3% |
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 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