+72.2%
GMOI vs VOO
+34.6%
+37.6%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.3% |
| 7D | -0.9% | -0.8% | -0.1% | -0.4% |
| 30D | +1.5% | -1.1% | +2.6% | +2.2% |
| 3M | +8.9% | +3.9% | +5.0% | +6.2% |
| 6M | +14.9% | +13.6% | +1.3% | +5.9% |
| YTD | +23.9% | +12.7% | +11.2% | +14.7% |
| 1Y | +35.3% | +17.6% | +17.7% | +22.0% |
| All | +72.2% | +34.6% | +37.6% | +40.7% |
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