-52.2%
GPK vs VOO
+79.1%
-131.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.8% |
| 7D | -8.8% | +0.5% | -9.4% | -9.2% |
| 30D | -18.3% | -0.9% | -17.3% | -17.7% |
| 3M | -5.0% | +3.9% | -8.9% | -7.4% |
| 6M | -9.9% | +14.5% | -24.5% | -17.8% |
| YTD | -32.9% | +13.0% | -45.8% | -38.1% |
| 1Y | -51.4% | +19.4% | -70.9% | -56.8% |
| 3Y | -52.2% | +78.9% | -131.1% | -68.9% |
| All | -52.2% | +79.1% | -131.3% | -68.9% |
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 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