-94.7%
GLE vs VOO
+35.3%
-130.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.4% |
| 7D | -17.4% | -0.6% | -16.9% | -17.2% |
| 30D | -46.2% | -3.6% | -42.6% | -45.7% |
| 3M | -43.0% | -2.7% | -40.3% | -42.7% |
| 6M | -52.0% | +2.2% | -54.2% | -52.4% |
| YTD | -37.0% | +10.9% | -47.9% | -41.3% |
| 1Y | -58.4% | +11.3% | -69.7% | -61.2% |
| All | -94.7% | +35.3% | -130.1% | -95.1% |
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