+335.6%
GSHD vs VOO
+227.3%
+108.3%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -3.8% |
| 7D | -9.0% | +0.5% | -9.5% | -9.5% |
| 30D | -4.4% | -0.9% | -3.5% | -3.4% |
| 3M | +70.7% | +3.9% | +66.8% | +61.8% |
| 6M | +24.3% | +14.5% | +9.8% | +3.7% |
| YTD | -15.4% | +13.0% | -28.3% | -28.4% |
| 1Y | -26.1% | +19.4% | -45.6% | -41.9% |
| 3Y | -8.5% | +78.9% | -87.4% | -57.4% |
| 5Y | -53.7% | +82.3% | -136.0% | -77.8% |
| All | +335.6% | +227.3% | +108.3% | +9.7% |
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