-85.4%
GEMI vs VOO
+18.5%
-103.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -2.0% |
| 7D | +8.8% | +0.1% | +8.7% | +8.9% |
| 30D | +16.1% | +0.1% | +16.1% | +16.9% |
| 3M | +1.3% | +2.0% | -0.7% | -2.9% |
| 6M | -46.1% | +13.0% | -59.2% | -62.6% |
| YTD | -52.8% | +13.6% | -66.4% | -68.0% |
| All | -85.4% | +18.5% | -103.9% | -90.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling