+69.1%
GVUS vs VOO
+72.5%
-3.3%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | -2.4% | -2.0% | -0.4% | -0.9% |
| 30D | -1.7% | -1.7% | -0.1% | -0.5% |
| 3M | +7.8% | +4.7% | +3.1% | +4.1% |
| 6M | +17.0% | +12.6% | +4.5% | +7.0% |
| YTD | +21.2% | +11.8% | +9.5% | +11.4% |
| 1Y | +27.9% | +17.5% | +10.4% | +13.2% |
| All | +69.1% | +72.5% | -3.3% | +11.1% |
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