+38.2%
GOEX vs VOO
+743.0%
-704.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +19.3% | +0.1% | +19.2% | +19.3% |
| 3M | +21.8% | +2.0% | +19.8% | +20.9% |
| 6M | -6.1% | +13.0% | -19.1% | -11.7% |
| YTD | +16.9% | +13.6% | +3.3% | +9.7% |
| 1Y | +68.0% | +20.1% | +47.9% | +53.3% |
| 3Y | +303.8% | +77.6% | +226.3% | +197.7% |
| 5Y | +237.3% | +82.4% | +154.8% | +143.4% |
| 10Y | +274.3% | +316.8% | -42.6% | +72.9% |
| All | +38.2% | +743.0% | -704.8% | -66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling