+158.1%
GSIE vs VOO
+346.2%
-188.1%
-34.6%
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 | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +1.2% | +0.1% | +1.1% | +1.1% |
| 3M | +6.3% | +2.0% | +4.3% | +4.6% |
| 6M | +9.0% | +13.0% | -4.0% | -1.0% |
| YTD | +14.4% | +13.6% | +0.8% | +3.4% |
| 1Y | +22.1% | +20.1% | +2.1% | +5.6% |
| 3Y | +68.4% | +77.6% | -9.2% | +5.8% |
| 5Y | +53.7% | +82.4% | -28.8% | -6.2% |
| 10Y | +150.1% | +316.8% | -166.7% | -27.0% |
| All | +158.1% | +346.2% | -188.1% | -30.3% |
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