+172.2%
GNE vs VOO
+697.9%
-525.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.1% |
| 7D | +3.0% | -0.4% | +3.4% | +3.3% |
| 30D | +9.1% | -1.4% | +10.5% | +10.2% |
| 3M | +11.3% | +3.7% | +7.6% | +8.0% |
| 6M | +10.9% | +13.0% | -2.2% | +0.9% |
| YTD | +15.9% | +12.4% | +3.4% | +5.8% |
| 1Y | +7.9% | +18.6% | -10.7% | -5.3% |
| 3Y | +13.2% | +78.1% | -64.9% | -27.4% |
| 5Y | +176.0% | +82.3% | +93.7% | +70.0% |
| 10Y | +263.1% | +322.5% | -59.4% | -4.3% |
| All | +172.2% | +697.9% | -525.7% | -61.8% |
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