-88.8%
GTM vs VOO
+169.1%
-258.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.3% |
| 7D | -8.0% | -0.8% | -7.2% | -6.8% |
| 30D | -1.6% | -1.1% | -0.5% | +0.3% |
| 3M | +41.8% | +3.9% | +37.9% | +32.9% |
| 6M | -39.6% | +13.6% | -53.2% | -51.2% |
| YTD | -62.6% | +12.7% | -75.3% | -69.3% |
| 1Y | -67.7% | +17.6% | -85.2% | -75.2% |
| 3Y | -78.3% | +77.3% | -155.6% | -91.4% |
| 5Y | -94.0% | +84.1% | -178.1% | -97.6% |
| All | -88.8% | +169.1% | -258.0% | -96.9% |
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 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