+12.3%
GLBS vs VOO
+81.6%
-69.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -7.1% | -0.4% | -6.7% | -6.8% |
| 30D | +4.7% | -1.4% | +6.1% | +5.8% |
| 3M | +64.4% | +3.7% | +60.6% | +60.5% |
| 6M | +97.2% | +13.0% | +84.2% | +80.7% |
| YTD | +102.9% | +12.4% | +90.4% | +86.4% |
| 1Y | +238.1% | +18.6% | +219.5% | +200.1% |
| 3Y | +294.4% | +78.1% | +216.4% | +143.4% |
| 5Y | +12.3% | +82.3% | -69.9% | -34.0% |
| All | +12.3% | +81.6% | -69.2% | -34.0% |
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