+24.6%
GPTY vs VOO
+23.5%
+1.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.4% | -3.5% | -1.2% |
| 7D | -13.7% | -4.7% | -9.0% | -6.9% |
| 30D | -21.6% | -5.9% | -15.7% | -13.6% |
| 3M | -14.5% | -4.5% | -10.0% | -7.8% |
| 6M | -8.8% | +1.9% | -10.6% | -9.9% |
| YTD | +6.4% | +8.4% | -2.0% | -3.6% |
| 1Y | +0.7% | +9.5% | -8.8% | -9.8% |
| All | +24.6% | +23.5% | +1.1% | -0.5% |
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