+6.7%
GUT vs VOO
+72.6%
-65.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | +0.8% | +2.6% | -1.8% | -0.1% |
| 30D | -7.8% | -2.0% | -5.8% | -7.3% |
| 3M | -15.9% | -2.8% | -13.1% | -15.2% |
| 6M | -11.7% | +2.2% | -13.9% | -12.6% |
| YTD | -4.5% | +11.5% | -16.1% | -8.6% |
| 1Y | -4.7% | +13.5% | -18.2% | -9.4% |
| 3Y | +31.7% | +78.1% | -46.4% | +5.7% |
| All | +6.7% | +72.6% | -65.9% | -17.0% |
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