-89.0%
GLE vs VOO
+37.2%
-126.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.6% |
| 7D | -7.8% | -0.4% | -7.4% | -7.7% |
| 30D | +19.1% | -1.4% | +20.5% | +19.6% |
| 3M | +4.8% | +3.7% | +1.1% | +3.1% |
| 6M | +18.2% | +13.0% | +5.2% | +10.0% |
| YTD | +31.7% | +12.4% | +19.3% | +22.5% |
| 1Y | -38.5% | +18.6% | -57.1% | -44.0% |
| All | -89.0% | +37.2% | -126.2% | -89.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling