-71.1%
GELS vs VOO
+34.3%
-105.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.7% | -0.5% | +26.2% | +26.9% |
| 7D | +21.4% | -0.4% | +21.8% | +23.4% |
| 30D | +45.3% | -1.4% | +46.7% | +52.0% |
| 3M | +76.7% | +3.7% | +73.0% | +63.9% |
| 6M | +9.0% | +13.0% | -4.1% | -15.5% |
| YTD | +6.3% | +12.4% | -6.2% | -17.0% |
| 1Y | -38.4% | +18.6% | -57.0% | -57.3% |
| All | -71.1% | +34.3% | -105.4% | -84.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling