+72.2%
GMOI price history and return analytics
+38.8%
+33.4%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | -0.9% | -1.1% | +0.2% | -0.1% |
| 30D | +1.5% | -1.0% | +2.5% | +2.3% |
| 3M | +8.9% | +3.2% | +5.7% | +6.2% |
| 6M | +14.9% | +12.5% | +2.4% | +4.6% |
| YTD | +23.9% | +14.1% | +9.8% | +11.7% |
| 1Y | +35.3% | +18.9% | +16.4% | +18.0% |
| All | +72.2% | +38.8% | +33.4% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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