+80.7%
GIS vs VOO
+812.0%
-731.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -8.3% | +0.5% | -8.8% | -8.5% |
| 30D | +2.2% | -0.9% | +3.1% | +2.5% |
| 3M | +15.7% | +3.9% | +11.8% | +14.0% |
| 6M | -12.0% | +14.5% | -26.5% | -16.3% |
| YTD | -15.0% | +13.0% | -27.9% | -18.9% |
| 1Y | -20.1% | +19.4% | -39.5% | -25.5% |
| 3Y | -34.6% | +78.9% | -113.5% | -48.6% |
| 5Y | -22.8% | +82.3% | -105.1% | -40.7% |
| 10Y | -18.5% | +314.2% | -332.7% | -59.4% |
| All | +80.7% | +812.0% | -731.3% | -36.7% |
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