+537.3%
GSBC vs VOO
+798.5%
-261.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.9% | -0.8% |
| 7D | -0.8% | +0.1% | -0.9% | -1.0% |
| 30D | +6.8% | -3.3% | +10.1% | +10.1% |
| 3M | +2.2% | -2.4% | +4.6% | +4.3% |
| 6M | +18.8% | +2.6% | +16.2% | +15.0% |
| YTD | +35.5% | +11.3% | +24.2% | +20.8% |
| 1Y | +46.9% | +13.4% | +33.5% | +28.3% |
| 3Y | +77.2% | +80.3% | -3.1% | -3.0% |
| 5Y | +60.3% | +72.7% | -12.4% | -10.8% |
| 10Y | +146.4% | +310.0% | -163.7% | -51.4% |
| All | +537.3% | +798.5% | -261.2% | -62.5% |
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