+145.3%
GSIE vs VOO
+321.7%
-176.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -2.4% | -2.0% | -0.4% | -0.8% |
| 30D | -1.9% | -1.7% | -0.3% | -0.6% |
| 3M | +6.7% | +4.7% | +2.0% | +2.9% |
| 6M | +8.5% | +12.6% | -4.0% | -1.0% |
| YTD | +11.5% | +11.8% | -0.2% | +2.3% |
| 1Y | +17.8% | +17.5% | +0.3% | +3.9% |
| 3Y | +66.9% | +77.0% | -10.1% | +6.2% |
| 5Y | +51.4% | +82.6% | -31.2% | -6.7% |
| All | +145.3% | +321.7% | -176.4% | -22.6% |
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