+136.0%
GOEX vs VOO
+74.6%
+61.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.4% | -4.5% |
| 7D | -4.6% | +3.3% | -7.8% | -7.1% |
| 30D | -9.4% | -2.7% | -6.7% | -7.2% |
| 3M | -14.9% | -1.7% | -13.1% | -13.3% |
| 6M | -18.4% | +3.1% | -21.5% | -19.7% |
| YTD | -8.7% | +11.9% | -20.6% | -15.3% |
| 1Y | +2.9% | +12.1% | -9.2% | -4.5% |
| 3Y | +250.5% | +78.6% | +171.9% | +128.7% |
| 5Y | +136.0% | +73.8% | +62.3% | +49.2% |
| All | +136.0% | +74.6% | +61.5% | +49.2% |
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 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