+17.9%
GUG vs VOO
+73.9%
-56.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | -1.6% | -2.0% | +0.4% | -0.7% |
| 30D | -0.6% | -1.7% | +1.1% | +0.2% |
| 3M | -3.2% | +4.7% | -7.9% | -5.3% |
| 6M | +2.1% | +12.6% | -10.5% | -3.6% |
| YTD | +5.6% | +11.8% | -6.1% | 0.0% |
| 1Y | +3.7% | +17.5% | -13.8% | -4.2% |
| 3Y | +45.1% | +77.0% | -31.9% | +7.7% |
| All | +17.9% | +73.9% | -56.0% | -15.2% |
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