+130.0%
GSID vs VOO
+186.6%
-56.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +0.8% | +0.1% | +0.7% | +0.8% |
| 3M | +4.9% | +2.0% | +2.9% | +3.3% |
| 6M | +8.9% | +13.0% | -4.1% | -0.7% |
| YTD | +14.9% | +13.6% | +1.4% | +4.4% |
| 1Y | +22.7% | +20.1% | +2.6% | +6.8% |
| 3Y | +67.1% | +77.6% | -10.5% | +7.0% |
| 5Y | +53.4% | +82.4% | -29.0% | -4.5% |
| All | +130.0% | +186.6% | -56.6% | -2.0% |
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 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