+70.5%
GXC vs VOO
+802.4%
-731.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -2.7% | -2.0% | -0.7% | -1.0% |
| 30D | -4.3% | -1.7% | -2.7% | -2.9% |
| 3M | -2.3% | +4.7% | -7.0% | -6.3% |
| 6M | -9.4% | +12.6% | -22.0% | -18.5% |
| YTD | -8.7% | +11.8% | -20.4% | -17.3% |
| 1Y | -10.4% | +17.5% | -27.9% | -22.3% |
| 3Y | +32.7% | +77.0% | -44.3% | -21.7% |
| 5Y | -14.8% | +82.6% | -97.4% | -51.9% |
| 10Y | +37.7% | +320.0% | -282.3% | -69.1% |
| All | +70.5% | +802.4% | -731.9% | -84.5% |
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