+204.4%
GIL vs VOO
+803.9%
-599.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.4% |
| 7D | -0.5% | +3.3% | -3.8% | -3.7% |
| 30D | -16.7% | -2.7% | -14.0% | -13.6% |
| 3M | -38.9% | -1.7% | -37.2% | -37.3% |
| 6M | -38.5% | +3.1% | -41.6% | -39.8% |
| YTD | -43.5% | +11.9% | -55.4% | -48.9% |
| 1Y | -39.7% | +12.1% | -51.8% | -45.6% |
| 3Y | +8.3% | +78.6% | -70.3% | -39.1% |
| 5Y | -9.4% | +73.8% | -83.2% | -47.2% |
| 10Y | +62.3% | +312.3% | -250.0% | -59.1% |
| All | +204.4% | +803.9% | -599.5% | -66.8% |
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 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