+194.2%
GMF vs VOO
+802.4%
-608.2%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.1% |
| 7D | -1.4% | -2.0% | +0.5% | +0.3% |
| 30D | -0.7% | -1.7% | +1.0% | +0.7% |
| 3M | +3.4% | +4.7% | -1.3% | -0.5% |
| 6M | +10.0% | +12.6% | -2.6% | -0.2% |
| YTD | +12.4% | +11.8% | +0.7% | +2.6% |
| 1Y | +15.6% | +17.5% | -1.9% | +1.1% |
| 3Y | +66.6% | +77.0% | -10.4% | +1.6% |
| 5Y | +34.2% | +82.6% | -48.4% | -21.5% |
| 10Y | +136.6% | +320.0% | -183.3% | -40.9% |
| All | +194.2% | +802.4% | -608.2% | -68.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling