+118.6%
GEF vs VOO
+800.4%
-681.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.2% |
| 7D | -2.2% | +2.6% | -4.8% | -4.8% |
| 30D | -9.2% | -2.0% | -7.2% | -7.6% |
| 3M | -19.3% | -2.8% | -16.6% | -17.3% |
| 6M | +10.2% | +2.2% | +8.1% | +7.0% |
| YTD | +7.3% | +11.5% | -4.2% | -5.3% |
| 1Y | +19.2% | +13.5% | +5.7% | +3.2% |
| 3Y | +20.9% | +78.1% | -57.2% | -36.4% |
| 5Y | +20.2% | +73.1% | -52.9% | -36.1% |
| 10Y | +92.6% | +310.7% | -218.1% | -62.1% |
| All | +118.6% | +800.4% | -681.8% | -81.8% |
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