+216.3%
GOF vs VOO
+817.1%
-600.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.6% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -9.2% | +0.1% | -9.3% | -9.2% |
| 3M | -11.0% | +2.0% | -13.0% | -11.8% |
| 6M | -12.4% | +13.0% | -25.4% | -17.1% |
| YTD | -17.3% | +13.6% | -30.9% | -21.9% |
| 1Y | -25.5% | +20.1% | -45.5% | -31.4% |
| 3Y | -3.5% | +77.6% | -81.0% | -25.6% |
| 5Y | -9.2% | +82.4% | -91.6% | -31.6% |
| 10Y | +75.8% | +316.8% | -241.0% | -8.0% |
| All | +216.3% | +817.1% | -600.8% | +22.4% |
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