+27.3%
GTIP vs VOO
+206.5%
-179.1%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.6% | -2.0% | +1.4% | -0.5% |
| 30D | -0.5% | -1.7% | +1.2% | -0.4% |
| 3M | -1.0% | +4.7% | -5.7% | -1.1% |
| 6M | -1.1% | +12.6% | -13.7% | -1.5% |
| YTD | +0.1% | +11.8% | -11.6% | -0.2% |
| 1Y | -0.3% | +17.5% | -17.9% | -0.8% |
| 3Y | +11.9% | +77.0% | -65.1% | +9.8% |
| 5Y | +0.7% | +82.6% | -81.9% | -1.6% |
| All | +27.3% | +206.5% | -179.1% | +25.4% |
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