+275.8%
GTX vs VOO
+77.4%
+198.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +0.6% |
| 7D | -1.3% | -0.8% | -0.5% | -0.4% |
| 30D | -5.6% | -1.1% | -4.5% | -4.4% |
| 3M | -17.1% | +3.9% | -20.9% | -20.3% |
| 6M | +53.3% | +13.6% | +39.7% | +35.2% |
| YTD | +60.0% | +12.7% | +47.2% | +42.3% |
| 1Y | +109.7% | +17.6% | +92.1% | +79.4% |
| 3Y | +275.8% | +77.3% | +198.5% | +117.1% |
| All | +275.8% | +77.4% | +198.4% | +117.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling