+120.0%
GTY vs VOO
+317.9%
-197.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | -0.9% |
| 7D | +0.9% | +0.1% | +0.8% | +0.7% |
| 30D | +3.4% | -3.3% | +6.8% | +6.0% |
| 3M | -12.2% | -2.4% | -9.8% | -10.8% |
| 6M | -9.9% | +2.6% | -12.5% | -12.5% |
| YTD | +10.3% | +11.3% | -1.0% | -0.3% |
| 1Y | +12.5% | +13.4% | -1.0% | -0.1% |
| 3Y | +27.3% | +80.3% | -53.0% | -27.6% |
| 5Y | +19.2% | +72.7% | -53.5% | -30.5% |
| 10Y | +120.0% | +310.0% | -190.0% | -38.1% |
| All | +120.0% | +317.9% | -197.9% | -38.1% |
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 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