+163.9%
GSJY vs VOO
+360.0%
-196.1%
-32.5%
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 | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +3.8% | +0.1% | +3.8% | +3.8% |
| 3M | +6.9% | +2.0% | +4.9% | +5.6% |
| 6M | +10.9% | +13.0% | -2.1% | +2.5% |
| YTD | +21.6% | +13.6% | +8.0% | +12.0% |
| 1Y | +29.6% | +20.1% | +9.5% | +15.2% |
| 3Y | +73.2% | +77.6% | -4.4% | +20.0% |
| 5Y | +56.7% | +82.4% | -25.7% | +5.9% |
| 10Y | +151.4% | +316.8% | -165.4% | +2.5% |
| All | +163.9% | +360.0% | -196.1% | +3.5% |
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 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