-13.2%
GSM vs VOO
+75.9%
-89.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | -1.5% | -2.0% | +0.4% | +0.6% |
| 30D | -2.4% | -1.7% | -0.7% | -0.5% |
| 3M | +17.5% | +4.7% | +12.8% | +12.0% |
| 6M | -7.1% | +12.6% | -19.7% | -17.5% |
| YTD | -3.1% | +11.8% | -14.9% | -13.3% |
| 1Y | +8.2% | +17.5% | -9.3% | -7.6% |
| All | -13.2% | +75.9% | -89.1% | -54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling