+86.5%
GDMA vs VOO
+219.1%
-132.6%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -0.4% | +3.3% | -3.6% | -1.3% |
| 30D | -3.1% | -2.7% | -0.5% | -2.4% |
| 3M | -7.7% | -1.7% | -5.9% | -7.2% |
| 6M | -5.4% | +3.1% | -8.5% | -6.2% |
| YTD | +2.4% | +11.9% | -9.5% | -0.5% |
| 1Y | +4.0% | +12.1% | -8.0% | +1.0% |
| 3Y | +42.5% | +78.6% | -36.0% | +23.9% |
| 5Y | +37.1% | +73.8% | -36.7% | +20.5% |
| All | +86.5% | +219.1% | -132.6% | +42.5% |
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