+4.2%
GILT vs VOO
+82.8%
-78.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +2.7% |
| 7D | -2.3% | -0.8% | -1.5% | -1.4% |
| 30D | -14.9% | -1.1% | -13.8% | -13.8% |
| 3M | -35.7% | +3.9% | -39.5% | -38.1% |
| 6M | -41.8% | +13.6% | -55.4% | -48.6% |
| YTD | -23.6% | +12.7% | -36.3% | -31.8% |
| 1Y | -10.1% | +17.6% | -27.7% | -22.6% |
| 3Y | +52.6% | +77.3% | -24.7% | -8.8% |
| All | +4.2% | +82.8% | -78.6% | -39.6% |
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