+6.5%
GPTY vs VOO
+9.9%
-3.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.7% | +2.4% |
| 7D | -6.4% | -2.7% | -3.7% | -1.5% |
| 30D | -18.9% | -5.4% | -13.5% | -10.0% |
| 3M | -11.8% | -4.1% | -7.8% | -4.5% |
| 6M | -9.5% | +0.7% | -10.3% | -9.5% |
| YTD | +9.5% | +8.7% | +0.8% | -3.1% |
| 1Y | +6.5% | +11.0% | -4.5% | -9.1% |
| All | +6.5% | +9.9% | -3.5% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling