+100.4%
GDMA vs VOO
+221.9%
-121.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +1.5% | +0.5% | +0.9% | +1.3% |
| 30D | -0.6% | -0.9% | +0.3% | -0.4% |
| 3M | +2.6% | +3.9% | -1.3% | +1.5% |
| 6M | +3.7% | +14.5% | -10.8% | +0.1% |
| YTD | +10.1% | +13.0% | -2.9% | +6.6% |
| 1Y | +18.8% | +19.4% | -0.6% | +13.5% |
| 3Y | +55.6% | +78.9% | -23.3% | +35.1% |
| 5Y | +49.6% | +82.3% | -32.7% | +29.3% |
| All | +100.4% | +221.9% | -121.5% | +52.8% |
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