-85.1%
GT vs VOO
+309.6%
-394.8%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.7% |
| 7D | -5.5% | +2.6% | -8.1% | -8.8% |
| 30D | -5.9% | -2.0% | -4.0% | -3.8% |
| 3M | -33.3% | -2.8% | -30.6% | -31.1% |
| 6M | -29.1% | +2.2% | -31.3% | -31.6% |
| YTD | -53.0% | +11.5% | -64.5% | -59.6% |
| 1Y | -45.7% | +13.5% | -59.2% | -54.5% |
| 3Y | -68.3% | +78.1% | -146.4% | -85.7% |
| 5Y | -82.5% | +73.1% | -155.6% | -91.4% |
| All | -85.1% | +309.6% | -394.8% | -97.8% |
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