-35.3%
GT vs VOO
+17.3%
-52.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.0% |
| 7D | -9.3% | -2.0% | -7.3% | -7.4% |
| 30D | -9.0% | -1.7% | -7.4% | -7.4% |
| 3M | -5.6% | +4.7% | -10.4% | -9.6% |
| 6M | -22.1% | +12.6% | -34.6% | -31.9% |
| YTD | -36.8% | +11.8% | -48.5% | -44.4% |
| 1Y | -35.3% | +17.5% | -52.8% | -46.2% |
| All | -35.3% | +17.3% | -52.6% | -46.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling