+67.7%
GIS vs VOO
+800.4%
-732.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.5% |
| 7D | -3.4% | +2.6% | -5.9% | -4.2% |
| 30D | +6.9% | -2.0% | +8.9% | +7.4% |
| 3M | -10.1% | -2.8% | -7.4% | -9.5% |
| 6M | +5.9% | +2.2% | +3.7% | +4.6% |
| YTD | -21.1% | +11.5% | -32.6% | -24.6% |
| 1Y | -22.5% | +13.5% | -36.0% | -26.4% |
| 3Y | -39.0% | +78.1% | -117.1% | -52.1% |
| 5Y | -33.3% | +73.1% | -106.5% | -47.7% |
| 10Y | -17.0% | +310.7% | -327.8% | -58.7% |
| All | +67.7% | +800.4% | -732.8% | -41.1% |
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