+23.0%
GTY vs VOO
+75.5%
-52.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | +2.0% | -2.7% | +4.7% | +2.4% |
| 30D | +3.7% | -5.4% | +9.0% | +4.6% |
| 3M | -12.6% | -4.1% | -8.6% | -12.1% |
| 6M | -10.9% | +0.7% | -11.7% | -11.3% |
| YTD | +9.3% | +8.7% | +0.6% | +6.9% |
| 1Y | +13.1% | +11.0% | +2.2% | +10.0% |
| 3Y | +23.0% | +75.5% | -52.5% | -9.9% |
| All | +23.0% | +75.5% | -52.5% | -9.9% |
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