+216.5%
GVA vs VOO
+82.8%
+133.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +2.5% |
| 7D | -0.3% | -0.8% | +0.5% | +0.4% |
| 30D | -5.8% | -1.1% | -4.7% | -4.9% |
| 3M | -14.4% | +3.9% | -18.3% | -17.2% |
| 6M | -4.7% | +13.6% | -18.3% | -14.7% |
| YTD | +3.3% | +12.7% | -9.4% | -6.8% |
| 1Y | +9.0% | +17.6% | -8.6% | -5.3% |
| 3Y | +207.3% | +77.3% | +130.0% | +89.4% |
| All | +216.5% | +82.8% | +133.7% | +89.0% |
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