+7.6%
GEMD vs VOO
+86.2%
-78.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | -1.2% | -0.8% | -0.4% | -1.0% |
| 30D | -1.4% | -1.1% | -0.3% | -1.1% |
| 3M | -2.2% | +3.9% | -6.1% | -3.4% |
| 6M | -0.4% | +13.6% | -14.0% | -4.5% |
| YTD | -0.1% | +12.7% | -12.8% | -4.0% |
| 1Y | +2.6% | +17.6% | -15.0% | -2.8% |
| 3Y | +25.3% | +77.3% | -52.1% | +1.3% |
| All | +7.6% | +86.2% | -78.7% | -16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling