+13.0%
GO vs VOO
+12.1%
+0.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.3% |
| 7D | -2.6% | +2.6% | -5.2% | -4.1% |
| 30D | -0.6% | -2.0% | +1.4% | +0.2% |
| 3M | +17.1% | -2.8% | +19.9% | +18.5% |
| 6M | +63.4% | +2.2% | +61.3% | +61.4% |
| YTD | +25.2% | +11.5% | +13.7% | +16.8% |
| 1Y | +13.0% | +13.5% | -0.4% | +4.2% |
| All | +13.0% | +12.1% | +0.9% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling