+29.5%
GOVI vs VOO
+802.4%
-772.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -1.0% |
| 7D | -1.3% | -2.0% | +0.7% | -1.5% |
| 30D | -1.2% | -1.7% | +0.5% | -1.4% |
| 3M | -2.3% | +4.7% | -7.1% | -1.7% |
| 6M | -4.3% | +12.6% | -16.8% | -2.8% |
| YTD | -3.1% | +11.8% | -14.9% | -1.7% |
| 1Y | -3.4% | +17.5% | -20.9% | -1.2% |
| 3Y | +4.3% | +77.0% | -72.7% | +13.5% |
| 5Y | -18.3% | +82.6% | -100.9% | -10.5% |
| 10Y | -4.6% | +320.0% | -324.6% | +30.7% |
| All | +29.5% | +802.4% | -772.9% | +130.5% |
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