+22.9%
GL vs VOO
+12.4%
+10.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.6% | +2.1% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | -1.4% | -3.3% | +1.9% | -0.4% |
| 3M | -11.8% | -2.4% | -9.4% | -11.1% |
| 6M | +7.5% | +2.6% | +4.9% | +6.0% |
| YTD | +16.7% | +11.3% | +5.4% | +9.5% |
| All | +22.9% | +12.4% | +10.5% | +15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling