-48.9%
GEMI vs VOO
+15.1%
-64.0%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.5% | -3.4% |
| 7D | +3.7% | -0.4% | +4.1% | +5.4% |
| 30D | +8.3% | -1.4% | +9.6% | +14.3% |
| 3M | -0.2% | +3.7% | -3.9% | -9.6% |
| 6M | -48.9% | +13.0% | -61.9% | -64.6% |
| All | -48.9% | +15.1% | -64.0% | -64.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling