+827.8%
VOO vs GS
+825.3%
+2.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | +0.1% | +0.9% | -0.8% | -0.3% |
| 30D | +0.1% | -1.6% | +1.6% | +0.6% |
| 3M | +2.0% | -4.5% | +6.5% | +3.3% |
| 6M | +13.0% | +20.9% | -7.8% | +2.8% |
| YTD | +13.6% | +19.9% | -6.3% | +3.1% |
| 1Y | +20.1% | +41.4% | -21.3% | +0.9% |
| 3Y | +77.6% | +239.2% | -161.6% | -1.7% |
| 5Y | +82.4% | +185.0% | -102.6% | +7.5% |
| 10Y | +316.8% | +655.0% | -338.1% | +48.3% |
| All | +827.8% | +825.3% | +2.4% | +187.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling