+76.7%
GSK vs VOO
+321.7%
-245.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -5.4% | -2.0% | -3.4% | -4.5% |
| 30D | -4.6% | -1.7% | -2.9% | -3.9% |
| 3M | -5.1% | +4.7% | -9.9% | -7.3% |
| 6M | -11.4% | +12.6% | -24.0% | -16.5% |
| YTD | +0.7% | +11.8% | -11.0% | -4.8% |
| 1Y | +23.0% | +17.5% | +5.5% | +13.4% |
| 3Y | +48.0% | +77.0% | -29.0% | +9.4% |
| 5Y | +48.2% | +82.6% | -34.4% | +6.2% |
| All | +76.7% | +321.7% | -245.0% | -24.6% |
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