+166.2%
GLTR vs VOO
+764.4%
-598.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +5.1% | +0.1% | +5.0% | +5.1% |
| 3M | -4.3% | +2.0% | -6.3% | -4.7% |
| 6M | -16.3% | +13.0% | -29.3% | -18.4% |
| YTD | -2.0% | +13.6% | -15.6% | -4.5% |
| 1Y | +34.7% | +20.1% | +14.6% | +29.9% |
| 3Y | +126.9% | +77.6% | +49.3% | +102.3% |
| 5Y | +113.6% | +82.4% | +31.2% | +88.0% |
| 10Y | +200.4% | +316.8% | -116.4% | +128.0% |
| All | +166.2% | +764.4% | -598.2% | +56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling