+342.3%
GVIP vs VOO
+316.7%
+25.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.9% |
| 7D | +1.9% | +0.5% | +1.4% | +1.3% |
| 30D | -0.7% | -0.9% | +0.3% | +0.3% |
| 3M | -0.7% | +3.9% | -4.6% | -4.5% |
| 6M | +16.8% | +14.5% | +2.3% | +1.3% |
| YTD | +12.4% | +13.0% | -0.6% | -1.0% |
| 1Y | +19.5% | +19.4% | +0.1% | -0.7% |
| 3Y | +98.9% | +78.9% | +20.1% | +7.6% |
| 5Y | +71.2% | +82.3% | -11.0% | -8.5% |
| All | +342.3% | +316.7% | +25.5% | -1.0% |
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 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