+157.6%
GSIB vs VOO
+66.9%
+90.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +2.1% | +3.3% | -1.2% | -0.7% |
| 30D | +0.8% | -2.7% | +3.5% | +3.2% |
| 3M | -5.4% | -1.7% | -3.7% | -4.0% |
| 6M | +10.3% | +3.1% | +7.2% | +7.3% |
| YTD | +17.2% | +11.9% | +5.2% | +6.2% |
| 1Y | +23.9% | +12.1% | +11.8% | +12.2% |
| All | +157.6% | +66.9% | +90.7% | +74.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling