+822.6%
VOO vs GIS
+81.3%
+741.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.2% |
| 7D | +0.5% | -8.3% | +8.8% | +2.7% |
| 30D | -0.9% | +2.2% | -3.1% | -1.6% |
| 3M | +3.9% | +15.7% | -11.8% | -0.5% |
| 6M | +14.5% | -12.0% | +26.5% | +17.7% |
| YTD | +13.0% | -15.0% | +27.9% | +16.8% |
| 1Y | +19.4% | -20.1% | +39.5% | +25.3% |
| 3Y | +78.9% | -34.6% | +113.5% | +95.6% |
| 5Y | +82.3% | -22.8% | +105.1% | +84.4% |
| 10Y | +314.2% | -18.5% | +332.7% | +304.9% |
| All | +822.6% | +81.3% | +741.3% | +469.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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