-21.1%
GIS vs VOO
+325.3%
-346.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.5% |
| 7D | -6.4% | -0.8% | -5.6% | -6.2% |
| 30D | -6.1% | -1.1% | -5.0% | -5.8% |
| 3M | +7.8% | +3.9% | +3.9% | +6.6% |
| 6M | -8.8% | +13.6% | -22.4% | -12.2% |
| YTD | -19.1% | +12.7% | -31.8% | -22.0% |
| 1Y | -24.8% | +17.6% | -42.3% | -28.5% |
| 3Y | -37.6% | +77.3% | -114.9% | -48.8% |
| 5Y | -25.4% | +84.1% | -109.5% | -40.3% |
| All | -21.1% | +325.3% | -346.4% | -60.5% |
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