+49.7%
GSK vs VOO
+81.6%
-31.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.3% |
| 7D | -3.6% | -0.4% | -3.2% | -3.5% |
| 30D | -5.9% | -1.4% | -4.5% | -5.5% |
| 3M | -4.3% | +3.7% | -8.0% | -5.5% |
| 6M | -10.8% | +13.0% | -23.8% | -14.5% |
| YTD | +1.8% | +12.4% | -10.7% | -2.3% |
| 1Y | +23.5% | +18.6% | +4.9% | +16.4% |
| 3Y | +49.5% | +78.1% | -28.5% | +21.1% |
| 5Y | +49.7% | +82.3% | -32.6% | +17.4% |
| All | +49.7% | +81.6% | -31.9% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling