-20.2%
GOTU vs VOO
+82.8%
-103.0%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | 0.0% |
| 7D | -4.5% | -0.8% | -3.8% | -3.7% |
| 30D | +22.1% | -1.1% | +23.2% | +23.5% |
| 3M | +42.9% | +3.9% | +39.0% | +35.9% |
| 6M | -1.4% | +13.6% | -15.0% | -15.6% |
| YTD | -9.5% | +12.7% | -22.2% | -21.6% |
| 1Y | -42.5% | +17.6% | -60.0% | -52.7% |
| 3Y | -20.2% | +77.3% | -97.5% | -62.4% |
| All | -20.2% | +82.8% | -103.0% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling