+82.3%
VOO vs GSK
+47.3%
+35.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -0.4% | -3.6% | +3.2% | +0.2% |
| 30D | -1.4% | -5.9% | +4.5% | -0.5% |
| 3M | +3.7% | -4.3% | +8.0% | +4.3% |
| 6M | +13.0% | -10.8% | +23.8% | +14.9% |
| YTD | +12.4% | +1.8% | +10.7% | +11.5% |
| 1Y | +18.6% | +23.5% | -4.9% | +13.3% |
| 3Y | +78.1% | +49.5% | +28.5% | +60.6% |
| 5Y | +82.3% | +49.7% | +32.6% | +60.7% |
| All | +82.3% | +47.3% | +35.0% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 5y: compounded portfolio wealth divided by compounded GSK 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…
5y analysis · Full analysis span regression · 6 months rolling