+351.6%
GUT vs VOO
+817.1%
-465.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +3.5% | +0.1% | +3.4% | +3.4% |
| 3M | +6.1% | +2.0% | +4.1% | +4.9% |
| 6M | +11.9% | +13.0% | -1.1% | +5.3% |
| YTD | +15.4% | +13.6% | +1.8% | +8.3% |
| 1Y | +20.5% | +20.1% | +0.4% | +10.0% |
| 3Y | +34.6% | +77.6% | -42.9% | +0.5% |
| 5Y | +31.6% | +82.4% | -50.8% | -4.6% |
| 10Y | +149.9% | +316.8% | -167.0% | +18.7% |
| All | +351.6% | +817.1% | -465.5% | +62.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling