-15.5%
GOTU vs VOO
+14.7%
-30.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.4% | +1.8% |
| 7D | -0.4% | -0.7% | +0.3% | +0.1% |
| 30D | -7.1% | -1.1% | -6.1% | -6.4% |
| 3M | +25.0% | -0.3% | +25.3% | +25.2% |
| 6M | +22.4% | +7.4% | +15.0% | +14.4% |
| YTD | +1.3% | +13.4% | -12.1% | -8.6% |
| 1Y | -15.5% | +14.8% | -30.3% | -24.8% |
| All | -15.5% | +14.7% | -30.1% | -24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling