+827.8%
VOO vs GD
+764.8%
+63.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.5% |
| 7D | +0.1% | -5.3% | +5.4% | +2.8% |
| 30D | +0.1% | -6.4% | +6.5% | +3.3% |
| 3M | +2.0% | +5.7% | -3.7% | -1.2% |
| 6M | +13.0% | -0.9% | +14.0% | +12.6% |
| YTD | +13.6% | +8.2% | +5.4% | +7.7% |
| 1Y | +20.1% | +13.4% | +6.7% | +10.9% |
| 3Y | +77.6% | +68.5% | +9.1% | +30.6% |
| 5Y | +82.4% | +97.2% | -14.7% | +22.1% |
| 10Y | +316.8% | +190.2% | +126.6% | +114.1% |
| All | +827.8% | +764.8% | +63.0% | +149.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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