-44.7%
GSM vs VOO
+325.3%
-370.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.9% | -5.2% |
| 7D | -8.4% | -0.8% | -7.6% | -7.4% |
| 30D | -3.8% | -1.1% | -2.7% | -2.4% |
| 3M | +10.2% | +3.9% | +6.3% | +4.8% |
| 6M | -12.7% | +13.6% | -26.3% | -26.0% |
| YTD | -7.0% | +12.7% | -19.7% | -20.4% |
| 1Y | +1.9% | +17.6% | -15.7% | -17.1% |
| 3Y | -16.7% | +77.3% | -94.0% | -61.5% |
| 5Y | -48.5% | +84.1% | -132.6% | -76.4% |
| All | -44.7% | +325.3% | -370.0% | -91.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling