-18.2%
GLIBK vs VOO
+23.9%
-42.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | -2.8% | -0.4% | -2.4% | -2.7% |
| 30D | +0.6% | -1.4% | +2.0% | +1.1% |
| 3M | +23.0% | +3.7% | +19.3% | +21.7% |
| 6M | -31.8% | +13.0% | -44.8% | -35.4% |
| YTD | -31.6% | +12.4% | -44.1% | -35.1% |
| 1Y | -29.4% | +18.6% | -47.9% | -36.0% |
| All | -18.2% | +23.9% | -42.1% | -29.3% |
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