+11.2%
GOLI vs VOO
+39.4%
-28.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +0.4% | -0.4% | +0.8% | +0.5% |
| 30D | +0.1% | -1.4% | +1.5% | +0.3% |
| 3M | +2.4% | +3.7% | -1.3% | +1.8% |
| 6M | -11.8% | +13.0% | -24.8% | -13.1% |
| YTD | -3.7% | +12.4% | -16.1% | -5.1% |
| 1Y | +5.5% | +18.6% | -13.1% | +4.2% |
| All | +11.2% | +39.4% | -28.3% | +10.8% |
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