+7.6%
GOEX vs VOO
+727.7%
-720.2%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.2% |
| 7D | -6.7% | +2.6% | -9.3% | -8.1% |
| 30D | -5.1% | -2.0% | -3.1% | -3.9% |
| 3M | -12.6% | -2.8% | -9.8% | -10.9% |
| 6M | -18.5% | +2.2% | -20.6% | -18.9% |
| YTD | -9.1% | +11.5% | -20.6% | -13.6% |
| 1Y | +6.2% | +13.5% | -7.3% | +0.1% |
| 3Y | +250.3% | +78.1% | +172.2% | +158.7% |
| 5Y | +135.0% | +73.1% | +61.9% | +74.6% |
| 10Y | +305.6% | +310.7% | -5.1% | +89.2% |
| All | +7.6% | +727.7% | -720.2% | -73.6% |
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 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