+107.4%
GEL vs VOO
+807.8%
-700.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | -3.5% | -0.4% | -3.1% | -3.1% |
| 30D | +0.8% | -1.4% | +2.2% | +2.3% |
| 3M | +3.9% | +3.7% | +0.2% | -0.7% |
| 6M | -10.5% | +13.0% | -23.6% | -22.7% |
| YTD | +4.0% | +12.4% | -8.4% | -9.9% |
| 1Y | -2.4% | +18.6% | -21.0% | -20.4% |
| 3Y | +71.0% | +78.1% | -7.0% | -12.9% |
| 5Y | +153.8% | +82.3% | +71.5% | +24.2% |
| 10Y | -8.5% | +322.5% | -331.0% | -79.2% |
| All | +107.4% | +807.8% | -700.4% | -71.9% |
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 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