+131.8%
GLV vs VOO
+798.5%
-666.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.4% | +1.1% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | +2.9% | -3.3% | +6.2% | +5.3% |
| 3M | -3.2% | -2.4% | -0.8% | -1.6% |
| 6M | +0.6% | +2.6% | -2.0% | -1.5% |
| YTD | +8.7% | +11.3% | -2.5% | +0.4% |
| 1Y | +9.4% | +13.4% | -4.1% | -0.4% |
| 3Y | +67.8% | +80.3% | -12.5% | +8.5% |
| 5Y | -6.8% | +72.7% | -79.5% | -38.5% |
| 10Y | +60.9% | +310.0% | -249.1% | -46.8% |
| All | +131.8% | +798.5% | -666.7% | -62.1% |
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