+190.1%
GVA vs VOO
+325.3%
-135.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +2.3% |
| 7D | -0.3% | -0.8% | +0.5% | +0.5% |
| 30D | -5.8% | -1.1% | -4.7% | -4.7% |
| 3M | -14.4% | +3.9% | -18.3% | -17.8% |
| 6M | -4.7% | +13.6% | -18.3% | -16.4% |
| YTD | +3.3% | +12.7% | -9.4% | -8.6% |
| 1Y | +9.0% | +17.6% | -8.6% | -7.8% |
| 3Y | +207.3% | +77.3% | +130.0% | +69.9% |
| 5Y | +221.5% | +84.1% | +137.3% | +68.6% |
| All | +190.1% | +325.3% | -135.2% | -49.9% |
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 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