-7.9%
GMED vs VOO
+82.8%
-90.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | 0.0% |
| 7D | -5.2% | -0.8% | -4.5% | -4.5% |
| 30D | -13.4% | -1.1% | -12.3% | -12.5% |
| 3M | -7.9% | +3.9% | -11.8% | -11.5% |
| 6M | -14.9% | +13.6% | -28.5% | -25.3% |
| YTD | -15.0% | +12.7% | -27.7% | -24.9% |
| 1Y | +24.4% | +17.6% | +6.9% | +5.6% |
| 3Y | +45.3% | +77.3% | -32.0% | -17.8% |
| All | -7.9% | +82.8% | -90.7% | -49.8% |
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