-54.8%
GO vs VOO
+81.6%
-136.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.5% | -3.7% |
| 7D | -6.0% | -0.4% | -5.6% | -5.8% |
| 30D | +14.9% | -1.4% | +16.2% | +15.5% |
| 3M | +27.3% | +3.7% | +23.6% | +25.5% |
| 6M | +85.7% | +13.0% | +72.7% | +76.7% |
| YTD | +11.8% | +12.4% | -0.7% | +6.6% |
| 1Y | -35.7% | +18.6% | -54.3% | -40.0% |
| 3Y | -63.2% | +78.1% | -141.3% | -71.5% |
| 5Y | -54.8% | +82.3% | -137.1% | -66.8% |
| All | -54.8% | +81.6% | -136.4% | -66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling