+78.8%
VOO vs GS
+201.3%
-122.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.2% |
| 7D | +3.3% | +5.1% | -1.9% | +1.4% |
| 30D | -2.7% | +2.4% | -5.1% | -3.6% |
| 3M | -1.7% | -11.5% | +9.7% | +2.3% |
| 6M | +3.1% | -2.5% | +5.6% | +2.8% |
| YTD | +11.9% | +5.5% | +6.5% | +7.6% |
| 1Y | +12.1% | +11.0% | +1.0% | +5.4% |
| All | +78.8% | +201.3% | -122.6% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GS.
Daily Out/Under-Performance
Portfolio return minus GS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GS 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 3y: compounded portfolio wealth divided by compounded GS 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…
3y analysis · Full analysis span regression · 6 months rolling