+58.2%
GLV vs VOO
+315.3%
-257.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.5% |
| 7D | -0.2% | -0.4% | +0.2% | +0.1% |
| 30D | -2.8% | -1.4% | -1.4% | -1.9% |
| 3M | -1.5% | +3.7% | -5.2% | -4.0% |
| 6M | +6.5% | +13.0% | -6.5% | -2.1% |
| YTD | +9.3% | +12.4% | -3.1% | +0.8% |
| 1Y | +15.8% | +18.6% | -2.8% | +2.9% |
| 3Y | +62.0% | +78.1% | -16.1% | +8.4% |
| 5Y | -5.8% | +82.3% | -88.1% | -38.6% |
| 10Y | +58.2% | +322.5% | -264.3% | -42.3% |
| All | +58.2% | +315.3% | -257.1% | -42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling