-80.7%
GT vs VOO
+321.7%
-402.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -2.8% |
| 7D | -9.3% | -2.0% | -7.3% | -6.8% |
| 30D | -9.0% | -1.7% | -7.4% | -6.9% |
| 3M | -5.6% | +4.7% | -10.4% | -11.3% |
| 6M | -22.1% | +12.6% | -34.6% | -33.6% |
| YTD | -36.8% | +11.8% | -48.5% | -45.6% |
| 1Y | -35.3% | +17.5% | -52.8% | -48.1% |
| 3Y | -56.4% | +77.0% | -133.4% | -80.1% |
| 5Y | -64.8% | +82.6% | -147.4% | -83.7% |
| All | -80.7% | +321.7% | -402.4% | -96.8% |
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