+132.7%
GILT vs VOO
+321.7%
-189.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.6% |
| 7D | -7.4% | -2.0% | -5.4% | -5.5% |
| 30D | -14.9% | -1.7% | -13.2% | -13.4% |
| 3M | -29.6% | +4.7% | -34.4% | -32.5% |
| 6M | -44.0% | +12.6% | -56.6% | -49.5% |
| YTD | -26.3% | +11.8% | -38.0% | -32.9% |
| 1Y | -9.7% | +17.5% | -27.3% | -21.1% |
| 3Y | +49.1% | +77.0% | -27.9% | -9.2% |
| 5Y | +2.0% | +82.6% | -80.5% | -39.8% |
| All | +132.7% | +321.7% | -189.0% | -20.9% |
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