+42.8%
GPJA vs VOO
+222.8%
-180.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -2.6% | +0.1% | -2.6% | -2.6% |
| 3M | -6.6% | +2.0% | -8.6% | -7.2% |
| 6M | -11.4% | +13.0% | -24.4% | -14.7% |
| YTD | -7.1% | +13.6% | -20.7% | -10.8% |
| 1Y | -6.2% | +20.1% | -26.3% | -11.4% |
| 3Y | +1.9% | +77.6% | -75.7% | -15.6% |
| 5Y | -1.1% | +82.4% | -83.5% | -19.6% |
| All | +42.8% | +222.8% | -180.0% | -6.5% |
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