+404.3%
GPI vs VOO
+321.7%
+82.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.4% |
| 7D | -0.9% | -2.0% | +1.1% | +1.4% |
| 30D | +6.1% | -1.7% | +7.7% | +8.2% |
| 3M | -13.4% | +4.7% | -18.1% | -18.5% |
| 6M | -9.6% | +12.6% | -22.1% | -22.0% |
| YTD | -27.9% | +11.8% | -39.7% | -37.3% |
| 1Y | -39.7% | +17.5% | -57.3% | -50.8% |
| 3Y | +9.3% | +77.0% | -67.7% | -45.9% |
| 5Y | +84.0% | +82.6% | +1.4% | -12.7% |
| All | +404.3% | +321.7% | +82.6% | -9.9% |
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