+179.6%
GSK vs VOO
+817.1%
-637.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.7% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | -2.2% | +0.1% | -2.2% | -2.2% |
| 3M | -1.8% | +2.0% | -3.8% | -3.1% |
| 6M | -10.6% | +13.0% | -23.6% | -16.8% |
| YTD | +4.4% | +13.6% | -9.2% | -3.1% |
| 1Y | +30.4% | +20.1% | +10.3% | +17.1% |
| 3Y | +60.1% | +77.6% | -17.5% | +12.4% |
| 5Y | +46.8% | +82.4% | -35.7% | -0.5% |
| 10Y | +79.2% | +316.8% | -237.6% | -33.9% |
| All | +179.6% | +817.1% | -637.5% | -44.2% |
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