+424.6%
GATX vs VOO
+325.3%
+99.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.1% |
| 7D | +0.2% | -0.8% | +1.0% | +1.0% |
| 30D | -0.5% | -1.1% | +0.5% | +0.5% |
| 3M | +4.1% | +3.9% | +0.2% | +0.1% |
| 6M | +2.6% | +13.6% | -11.0% | -9.6% |
| YTD | +6.0% | +12.7% | -6.7% | -6.0% |
| 1Y | +5.7% | +17.6% | -11.9% | -10.3% |
| 3Y | +65.2% | +77.3% | -12.1% | -8.2% |
| 5Y | +120.8% | +84.1% | +36.7% | +16.0% |
| All | +424.6% | +325.3% | +99.3% | -3.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling