+178.7%
GSIB vs VOO
+69.3%
+109.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +3.0% | +0.1% | +2.9% | +2.9% |
| 3M | +13.6% | +2.0% | +11.5% | +11.5% |
| 6M | +28.3% | +13.0% | +15.3% | +15.2% |
| YTD | +26.8% | +13.6% | +13.2% | +13.5% |
| 1Y | +45.9% | +20.1% | +25.8% | +24.7% |
| All | +178.7% | +69.3% | +109.4% | +86.8% |
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 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