+31.6%
GUT vs VOO
+82.3%
-50.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +1.2% | +0.5% | +0.7% | +1.0% |
| 30D | +5.5% | -0.9% | +6.4% | +5.8% |
| 3M | +6.4% | +3.9% | +2.5% | +4.9% |
| 6M | +13.2% | +14.5% | -1.4% | +7.7% |
| YTD | +15.4% | +13.0% | +2.5% | +10.3% |
| 1Y | +20.5% | +19.4% | +1.1% | +12.8% |
| 3Y | +36.0% | +78.9% | -42.8% | +10.0% |
| 5Y | +31.6% | +82.3% | -50.6% | +2.0% |
| All | +31.6% | +82.3% | -50.7% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling