+299.7%
GSHD vs VOO
+226.6%
+73.1%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.3% |
| 7D | -12.3% | -0.8% | -11.5% | -11.5% |
| 30D | -12.8% | -1.1% | -11.7% | -11.7% |
| 3M | +55.0% | +3.9% | +51.1% | +47.3% |
| 6M | +29.5% | +13.6% | +15.9% | +9.2% |
| YTD | -22.4% | +12.7% | -35.1% | -34.1% |
| 1Y | -29.4% | +17.6% | -47.0% | -43.4% |
| 3Y | -17.2% | +77.3% | -94.5% | -61.0% |
| 5Y | -60.7% | +84.1% | -144.8% | -81.3% |
| All | +299.7% | +226.6% | +73.1% | +1.0% |
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