+72.2%
GCMG vs VOO
+215.4%
-143.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | -0.9% | +0.5% | -1.4% | -1.1% |
| 30D | -2.1% | -0.9% | -1.2% | -1.7% |
| 3M | +22.5% | +3.9% | +18.7% | +20.8% |
| 6M | +19.3% | +14.5% | +4.8% | +13.3% |
| YTD | +20.0% | +13.0% | +7.1% | +14.7% |
| 1Y | +7.2% | +19.4% | -12.3% | +0.3% |
| 3Y | +89.2% | +78.9% | +10.4% | +54.0% |
| 5Y | +44.5% | +82.3% | -37.8% | +14.8% |
| All | +72.2% | +215.4% | -143.2% | +32.3% |
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