+155.2%
GSIE vs VOO
+314.4%
-159.2%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.8% |
| 7D | -1.3% | -0.9% | -0.4% | -0.6% |
| 30D | +2.3% | -2.3% | +4.7% | +4.2% |
| 3M | -2.2% | -1.2% | -1.1% | -1.4% |
| 6M | +3.9% | +3.3% | +0.6% | +1.2% |
| YTD | +11.2% | +12.3% | -1.2% | +1.5% |
| 1Y | +14.3% | +12.5% | +1.8% | +4.2% |
| 3Y | +70.2% | +79.2% | -9.0% | +7.3% |
| 5Y | +51.7% | +75.7% | -24.0% | -3.6% |
| 10Y | +155.2% | +313.7% | -158.4% | -19.5% |
| All | +155.2% | +314.4% | -159.2% | -19.5% |
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