-6.7%
GPZ vs VOO
+24.8%
-31.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.4% | -0.1% | +1.6% |
| 7D | +1.6% | -4.7% | +6.3% | +8.6% |
| 30D | +8.0% | -5.9% | +13.9% | +17.4% |
| 3M | -6.5% | -4.5% | -2.0% | -0.4% |
| 6M | -2.9% | +1.9% | -4.8% | -5.8% |
| YTD | -14.8% | +8.4% | -23.2% | -23.6% |
| 1Y | -9.7% | +9.5% | -19.2% | -20.0% |
| All | -6.7% | +24.8% | -31.5% | -36.1% |
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 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