-99.6%
GP vs VOO
+139.0%
-238.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.4% | -6.1% |
| 7D | -17.0% | +0.5% | -17.5% | -17.7% |
| 30D | -49.0% | -0.9% | -48.0% | -48.2% |
| 3M | -26.1% | +3.9% | -30.0% | -30.0% |
| 6M | -25.1% | +14.5% | -39.6% | -39.3% |
| YTD | +1.4% | +13.0% | -11.5% | -15.4% |
| 1Y | -74.9% | +19.4% | -94.3% | -80.7% |
| 3Y | -97.8% | +78.9% | -176.7% | -99.2% |
| 5Y | -99.4% | +82.3% | -181.7% | -99.8% |
| All | -99.6% | +139.0% | -238.6% | -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