-62.8%
GO vs VOO
+77.0%
-139.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.5% | -3.8% |
| 7D | -6.0% | -0.4% | -5.6% | -5.9% |
| 30D | +14.9% | -1.4% | +16.2% | +15.4% |
| 3M | +27.3% | +3.7% | +23.6% | +25.9% |
| 6M | +85.7% | +13.0% | +72.7% | +78.8% |
| YTD | +11.8% | +12.4% | -0.7% | +7.8% |
| 1Y | -35.7% | +18.6% | -54.3% | -38.9% |
| All | -62.8% | +77.0% | -139.8% | -70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling