-69.4%
GELS vs VOO
+35.7%
-105.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.7% |
| 7D | +61.9% | +0.1% | +61.8% | +62.6% |
| 30D | +59.6% | +0.1% | +59.5% | +60.7% |
| 3M | +75.1% | +2.0% | +73.1% | +66.1% |
| 6M | +13.9% | +13.0% | +0.9% | -12.2% |
| YTD | +12.5% | +13.6% | -1.1% | -14.5% |
| 1Y | -6.3% | +20.1% | -26.3% | -37.3% |
| All | -69.4% | +35.7% | -105.1% | -84.3% |
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