-59.8%
GOVZ vs VOO
+155.6%
-215.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.2% |
| 7D | -3.7% | +3.3% | -7.0% | -3.9% |
| 30D | +4.0% | -2.7% | +6.7% | +4.2% |
| 3M | -1.6% | -1.7% | +0.1% | -1.5% |
| 6M | -6.1% | +3.1% | -9.2% | -6.3% |
| YTD | -8.5% | +11.9% | -20.4% | -9.2% |
| 1Y | -13.4% | +12.1% | -25.5% | -14.1% |
| 3Y | -9.7% | +78.6% | -88.3% | -12.4% |
| 5Y | -54.6% | +73.8% | -128.4% | -56.9% |
| All | -59.8% | +155.6% | -215.3% | -58.8% |
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