+95.2%
GL vs VOO
+82.6%
+12.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | +0.9% | +0.1% | +0.7% | +0.8% |
| 30D | -5.2% | +0.1% | -5.3% | -5.3% |
| 3M | +13.1% | +2.0% | +11.1% | +11.5% |
| 6M | +20.9% | +13.0% | +7.9% | +11.3% |
| YTD | +25.4% | +13.6% | +11.8% | +14.9% |
| 1Y | +24.2% | +20.1% | +4.1% | +9.5% |
| 3Y | +60.5% | +77.6% | -17.1% | +7.3% |
| All | +95.2% | +82.6% | +12.6% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling