+172.0%
GSEW vs VOO
+253.8%
-81.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.1% |
| 7D | -1.6% | -0.8% | -0.9% | -0.9% |
| 30D | -2.9% | -1.1% | -1.8% | -1.9% |
| 3M | +3.0% | +3.9% | -0.8% | -0.8% |
| 6M | +11.1% | +13.6% | -2.5% | -2.0% |
| YTD | +13.3% | +12.7% | +0.5% | +0.7% |
| 1Y | +13.9% | +17.6% | -3.7% | -2.8% |
| 3Y | +61.3% | +77.3% | -16.0% | -8.3% |
| 5Y | +50.3% | +84.1% | -33.8% | -17.7% |
| All | +172.0% | +253.8% | -81.8% | -18.3% |
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