+577.8%
GAM vs VOO
+817.1%
-239.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +0.3% | +0.1% | +0.2% | +0.2% |
| 3M | +4.1% | +2.0% | +2.1% | +2.2% |
| 6M | +8.1% | +13.0% | -5.0% | -3.1% |
| YTD | +13.2% | +13.6% | -0.4% | +1.0% |
| 1Y | +22.8% | +20.1% | +2.8% | +4.2% |
| 3Y | +106.2% | +77.6% | +28.6% | +22.4% |
| 5Y | +113.2% | +82.4% | +30.8% | +23.1% |
| 10Y | +264.8% | +316.8% | -52.1% | -1.9% |
| All | +577.8% | +817.1% | -239.3% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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