-86.1%
GEMI vs VOO
+17.6%
-103.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | -1.3% |
| 7D | -4.7% | -0.8% | -3.9% | -2.2% |
| 30D | +7.0% | -1.1% | +8.0% | +11.8% |
| 3M | -3.9% | +3.9% | -7.8% | -13.8% |
| 6M | -48.4% | +13.6% | -62.0% | -64.7% |
| YTD | -55.0% | +12.7% | -67.7% | -68.6% |
| All | -86.1% | +17.6% | -103.6% | -90.9% |
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