-99.8%
GP vs VOO
+135.4%
-235.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +2.3% | -13.1% | -14.5% |
| 7D | -39.5% | +0.1% | -39.6% | -40.4% |
| 30D | -72.3% | -3.3% | -69.0% | -70.9% |
| 3M | -93.3% | -2.4% | -90.9% | -93.1% |
| 6M | -90.5% | +2.6% | -93.1% | -91.0% |
| YTD | -33.2% | +11.3% | -44.5% | -43.6% |
| 1Y | -68.8% | +13.4% | -82.2% | -74.5% |
| 3Y | -98.5% | +80.3% | -178.8% | -99.5% |
| 5Y | -99.7% | +72.7% | -172.4% | -99.9% |
| All | -99.8% | +135.4% | -235.2% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling