-99.6%
GP vs VOO
+140.3%
-239.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -4.9% |
| 7D | -32.0% | +0.1% | -32.1% | -32.0% |
| 30D | -43.0% | +0.1% | -43.0% | -43.0% |
| 3M | -24.1% | +2.0% | -26.1% | -26.1% |
| 6M | -23.1% | +13.0% | -36.2% | -36.4% |
| YTD | +9.0% | +13.6% | -4.6% | -10.0% |
| 1Y | -66.5% | +20.1% | -86.6% | -74.5% |
| 3Y | -97.7% | +77.6% | -175.2% | -99.1% |
| 5Y | -99.4% | +82.4% | -181.8% | -99.8% |
| All | -99.6% | +140.3% | -239.9% | -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 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