+129.6%
GLTR vs VOO
+79.1%
+50.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.2% |
| 7D | +1.6% | +0.5% | +1.1% | +1.4% |
| 30D | +1.3% | -0.9% | +2.3% | +1.8% |
| 3M | -0.4% | +3.9% | -4.3% | -1.9% |
| 6M | -17.8% | +14.5% | -32.4% | -21.7% |
| YTD | -3.4% | +13.0% | -16.3% | -7.5% |
| 1Y | +30.0% | +19.4% | +10.6% | +23.0% |
| 3Y | +129.6% | +78.9% | +50.7% | +101.0% |
| All | +129.6% | +79.1% | +50.4% | +101.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling