-80.2%
GOTU vs VOO
+199.1%
-279.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.3% |
| 7D | -5.5% | -2.0% | -3.5% | -3.9% |
| 30D | +15.6% | -1.7% | +17.2% | +17.0% |
| 3M | +43.4% | +4.7% | +38.7% | +37.8% |
| 6M | -2.3% | +12.6% | -14.9% | -11.4% |
| YTD | -10.3% | +11.8% | -22.1% | -18.1% |
| 1Y | -41.4% | +17.5% | -59.0% | -48.5% |
| 3Y | -23.0% | +77.0% | -99.9% | -51.2% |
| 5Y | -21.2% | +82.6% | -103.8% | -50.3% |
| All | -80.2% | +199.1% | -279.3% | -90.4% |
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 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