+251.3%
GOEX vs VOO
+81.6%
+169.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.1% |
| 7D | +1.2% | -0.4% | +1.6% | +1.5% |
| 30D | +9.7% | -1.4% | +11.1% | +11.1% |
| 3M | +34.9% | +3.7% | +31.2% | +31.5% |
| 6M | -2.1% | +13.0% | -15.2% | -10.2% |
| YTD | +15.9% | +12.4% | +3.5% | +7.0% |
| 1Y | +60.7% | +18.6% | +42.1% | +43.1% |
| 3Y | +318.8% | +78.1% | +240.7% | +174.6% |
| 5Y | +251.3% | +82.3% | +169.0% | +118.0% |
| All | +251.3% | +81.6% | +169.7% | +118.0% |
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