-74.1%
GTIM vs VOO
+72.6%
-146.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.1% |
| 7D | +2.4% | +2.6% | -0.2% | +1.0% |
| 30D | -8.0% | -2.0% | -6.0% | -7.0% |
| 3M | -22.1% | -2.8% | -19.3% | -20.9% |
| 6M | +2.4% | +2.2% | +0.3% | +1.0% |
| YTD | +5.0% | +11.5% | -6.6% | -1.7% |
| 1Y | -3.8% | +13.5% | -17.3% | -10.9% |
| 3Y | -49.6% | +78.1% | -127.7% | -64.4% |
| All | -74.1% | +72.6% | -146.7% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling