+9.2%
GPI vs VOO
+79.1%
-69.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -5.9% |
| 7D | +4.5% | +0.5% | +3.9% | +4.0% |
| 30D | +5.9% | -0.9% | +6.8% | +6.8% |
| 3M | -10.9% | +3.9% | -14.8% | -14.2% |
| 6M | -11.3% | +14.5% | -25.9% | -22.2% |
| YTD | -28.0% | +13.0% | -41.0% | -35.9% |
| 1Y | -40.6% | +19.4% | -60.0% | -50.0% |
| 3Y | +9.2% | +78.9% | -69.6% | -41.4% |
| All | +9.2% | +79.1% | -69.9% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling