+51.1%
GMAR vs VOO
+104.3%
-53.3%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | -0.1% | -0.8% | +0.6% | +0.2% |
| 30D | +0.4% | -1.1% | +1.4% | +0.8% |
| 3M | +2.6% | +3.9% | -1.3% | +0.9% |
| 6M | +8.9% | +13.6% | -4.8% | +2.9% |
| YTD | +10.1% | +12.7% | -2.6% | +4.4% |
| 1Y | +12.7% | +17.6% | -4.8% | +4.8% |
| 3Y | +40.3% | +77.3% | -37.0% | +8.7% |
| All | +51.1% | +104.3% | -53.3% | +11.0% |
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