-11.9%
GLIBK vs VOO
+22.9%
-34.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.6% |
| 7D | +2.9% | +2.6% | +0.3% | +2.6% |
| 30D | +36.5% | -2.0% | +38.5% | +36.4% |
| 3M | +2.6% | -2.8% | +5.4% | +2.8% |
| 6M | +0.4% | +2.2% | -1.8% | -1.1% |
| YTD | -26.4% | +11.5% | -37.9% | -30.5% |
| 1Y | -17.5% | +13.5% | -31.0% | -23.4% |
| All | -11.9% | +22.9% | -34.8% | -24.2% |
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