-99.2%
GP vs VOO
+72.6%
-171.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.4% | -5.3% | -5.2% |
| 7D | +98.6% | +2.6% | +96.1% | +89.7% |
| 30D | -15.0% | -2.0% | -13.0% | -13.2% |
| 3M | -85.3% | -2.8% | -82.5% | -84.9% |
| 6M | -78.7% | +2.2% | -80.9% | -79.5% |
| YTD | +48.7% | +11.5% | +37.2% | +26.5% |
| 1Y | -27.5% | +13.5% | -41.0% | -40.0% |
| 3Y | -96.4% | +78.1% | -174.4% | -98.5% |
| All | -99.2% | +72.6% | -171.8% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling