+160.2%
GEF vs VOO
+817.1%
-656.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -5.7% | +0.1% | -5.7% | -5.8% |
| 3M | +35.3% | +2.0% | +33.2% | +31.9% |
| 6M | +20.7% | +13.0% | +7.7% | +5.5% |
| YTD | +27.7% | +13.6% | +14.1% | +11.0% |
| 1Y | +43.3% | +20.1% | +23.2% | +16.9% |
| 3Y | +29.5% | +77.6% | -48.1% | -31.4% |
| 5Y | +46.2% | +82.4% | -36.3% | -26.7% |
| 10Y | +162.3% | +316.8% | -154.5% | -48.8% |
| All | +160.2% | +817.1% | -656.9% | -78.7% |
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