-4.7%
GPZ vs VOO
+29.3%
-34.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -2.3% |
| 7D | -2.3% | -0.9% | -1.4% | -1.1% |
| 30D | +9.1% | -2.3% | +11.5% | +12.7% |
| 3M | -8.3% | -1.2% | -7.1% | -6.8% |
| 6M | +0.3% | +3.3% | -3.1% | -4.4% |
| YTD | -12.9% | +12.3% | -25.2% | -25.7% |
| 1Y | -8.9% | +12.5% | -21.4% | -22.2% |
| All | -4.7% | +29.3% | -34.0% | -37.8% |
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