+144.4%
GSBC vs VOO
+314.0%
-169.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.5% |
| 7D | +1.9% | +0.5% | +1.4% | +1.5% |
| 30D | -1.4% | -0.9% | -0.5% | -0.7% |
| 3M | +8.7% | +3.9% | +4.8% | +4.9% |
| 6M | +31.2% | +14.5% | +16.7% | +16.2% |
| YTD | +30.7% | +13.0% | +17.8% | +17.1% |
| 1Y | +27.8% | +19.4% | +8.4% | +9.0% |
| 3Y | +70.4% | +78.9% | -8.5% | +2.3% |
| 5Y | +73.3% | +82.3% | -9.0% | +0.4% |
| 10Y | +144.4% | +314.2% | -169.8% | -48.0% |
| All | +144.4% | +314.0% | -169.6% | -48.0% |
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