+150.6%
GBLI vs VOO
+810.0%
-659.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | -2.8% | -0.8% | -2.1% | -2.3% |
| 30D | +5.2% | -1.1% | +6.3% | +6.2% |
| 3M | +15.8% | +3.9% | +11.9% | +12.2% |
| 6M | +2.4% | +13.6% | -11.2% | -7.8% |
| YTD | +6.7% | +12.7% | -6.0% | -3.4% |
| 1Y | +6.1% | +17.6% | -11.5% | -7.4% |
| 3Y | -4.5% | +77.3% | -81.8% | -42.7% |
| 5Y | +36.3% | +84.1% | -47.8% | -25.3% |
| 10Y | +43.1% | +323.5% | -280.5% | -70.2% |
| All | +150.6% | +810.0% | -659.4% | -84.4% |
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