+38.6%
GTES vs VOO
+208.7%
-170.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | +3.4% | +0.5% | +2.9% | +2.7% |
| 30D | -9.2% | -0.9% | -8.3% | -8.2% |
| 3M | -1.8% | +3.9% | -5.7% | -5.8% |
| 6M | +7.0% | +14.5% | -7.6% | -8.2% |
| YTD | +19.5% | +13.0% | +6.5% | +4.2% |
| 1Y | +0.4% | +19.4% | -19.0% | -17.9% |
| 3Y | +116.8% | +78.9% | +38.0% | +13.9% |
| 5Y | +54.2% | +82.3% | -28.0% | -20.5% |
| All | +38.6% | +208.7% | -170.0% | -58.8% |
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 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