-80.0%
GOTU vs VOO
+201.7%
-281.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.3% |
| 7D | -4.5% | -0.8% | -3.8% | -3.9% |
| 30D | +22.1% | -1.1% | +23.2% | +23.1% |
| 3M | +42.9% | +3.9% | +39.0% | +38.1% |
| 6M | -1.4% | +13.6% | -15.0% | -11.3% |
| YTD | -9.5% | +12.7% | -22.2% | -17.8% |
| 1Y | -42.5% | +17.6% | -60.0% | -49.5% |
| 3Y | -20.2% | +77.3% | -97.5% | -49.5% |
| 5Y | -20.5% | +84.1% | -104.6% | -50.2% |
| All | -80.0% | +201.7% | -281.6% | -90.3% |
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