+63.3%
GSC vs VOO
+88.2%
-24.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | +0.1% |
| 7D | +0.9% | +0.5% | +0.4% | +0.3% |
| 30D | -5.4% | -0.9% | -4.4% | -4.4% |
| 3M | +3.3% | +3.9% | -0.6% | -1.2% |
| 6M | +16.9% | +14.5% | +2.4% | +0.1% |
| YTD | +18.6% | +13.0% | +5.7% | +3.3% |
| 1Y | +19.3% | +19.4% | -0.1% | -2.4% |
| All | +63.3% | +88.2% | -24.9% | -20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling