-55.1%
GSM vs VOO
+812.0%
-867.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -2.4% |
| 7D | +12.2% | +0.5% | +11.6% | +11.4% |
| 30D | +0.7% | -0.9% | +1.6% | +2.1% |
| 3M | +18.5% | +3.9% | +14.6% | +12.4% |
| 6M | -2.0% | +14.5% | -16.6% | -18.7% |
| YTD | -1.8% | +13.0% | -14.8% | -16.9% |
| 1Y | +6.9% | +19.4% | -12.6% | -16.0% |
| 3Y | -12.7% | +78.9% | -91.6% | -61.9% |
| 5Y | -43.5% | +82.3% | -125.8% | -74.9% |
| 10Y | -42.4% | +314.2% | -356.6% | -92.1% |
| All | -55.1% | +812.0% | -867.1% | -98.1% |
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