-48.5%
GOOS vs VOO
+270.8%
-319.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.8% | -2.7% |
| 7D | -7.6% | +3.3% | -10.9% | -11.6% |
| 30D | +3.1% | -2.7% | +5.8% | +6.6% |
| 3M | -4.2% | -1.7% | -2.4% | -2.2% |
| 6M | -24.4% | +3.1% | -27.5% | -28.2% |
| YTD | -36.1% | +11.9% | -48.0% | -45.4% |
| 1Y | -38.3% | +12.1% | -50.3% | -47.4% |
| 3Y | -18.3% | +78.6% | -96.8% | -64.4% |
| 5Y | -83.6% | +73.8% | -157.4% | -92.2% |
| All | -48.5% | +270.8% | -319.4% | -91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling