-88.5%
GLE vs VOO
+37.8%
-126.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.6% | -5.9% |
| 7D | -4.2% | +0.5% | -4.8% | -4.4% |
| 30D | +35.3% | -0.9% | +36.2% | +35.6% |
| 3M | +20.0% | +3.9% | +16.1% | +18.1% |
| 6M | +26.0% | +14.5% | +11.5% | +16.6% |
| YTD | +36.8% | +13.0% | +23.8% | +27.1% |
| 1Y | -36.6% | +19.4% | -56.0% | -42.4% |
| All | -88.5% | +37.8% | -126.4% | -89.4% |
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