-32.9%
GOU vs VOO
+11.2%
-44.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.6% |
| 7D | +5.2% | -0.6% | +5.8% | +6.1% |
| 30D | -35.5% | -3.6% | -31.9% | -28.6% |
| 3M | -39.1% | -2.7% | -36.4% | -34.1% |
| 6M | -54.7% | +2.2% | -56.9% | -56.9% |
| YTD | -30.9% | +10.9% | -41.8% | -48.0% |
| All | -32.9% | +11.2% | -44.2% | -50.0% |
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 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