-60.2%
GOVZ vs VOO
+154.6%
-214.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -4.8% | +2.6% | -7.4% | -5.0% |
| 30D | +1.5% | -2.0% | +3.5% | +1.6% |
| 3M | -3.4% | -2.8% | -0.6% | -3.2% |
| 6M | -6.5% | +2.2% | -8.6% | -6.6% |
| YTD | -9.4% | +11.5% | -20.9% | -10.0% |
| 1Y | -13.0% | +13.5% | -26.5% | -13.7% |
| 3Y | -10.2% | +78.1% | -88.3% | -12.8% |
| 5Y | -55.1% | +73.1% | -128.2% | -57.3% |
| All | -60.2% | +154.6% | -214.8% | -59.2% |
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