+36.6%
GPTY vs VOO
+27.6%
+9.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.4% |
| 7D | +9.6% | +3.3% | +6.3% | +4.4% |
| 30D | -12.2% | -2.7% | -9.5% | -8.1% |
| 3M | -8.4% | -1.7% | -6.7% | -5.5% |
| 6M | -3.0% | +3.1% | -6.1% | -6.2% |
| YTD | +16.6% | +11.9% | +4.6% | +0.6% |
| 1Y | +12.7% | +12.1% | +0.6% | -2.8% |
| All | +36.6% | +27.6% | +9.0% | +3.8% |
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