+51.5%
GPTY vs VOO
+29.4%
+22.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | +2.2% | +0.1% | +2.0% | +2.0% |
| 30D | +4.0% | +0.1% | +3.9% | +3.9% |
| 3M | -4.7% | +2.0% | -6.7% | -7.1% |
| 6M | +35.4% | +13.0% | +22.4% | +14.3% |
| YTD | +29.3% | +13.6% | +15.7% | +8.6% |
| 1Y | +40.8% | +20.1% | +20.7% | +10.1% |
| All | +51.5% | +29.4% | +22.1% | +12.1% |
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 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