-6.7%
GPZ vs VOO
+28.4%
-35.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.8% |
| 7D | +0.8% | +2.6% | -1.7% | -2.6% |
| 30D | +12.2% | -2.0% | +14.1% | +15.1% |
| 3M | -11.7% | -2.8% | -9.0% | -8.2% |
| 6M | -0.4% | +2.2% | -2.6% | -3.5% |
| YTD | -14.7% | +11.5% | -26.2% | -26.5% |
| 1Y | -8.3% | +13.5% | -21.8% | -22.9% |
| All | -6.7% | +28.4% | -35.1% | -38.5% |
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 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