-54.1%
GTLB vs VOO
+84.2%
-138.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.7% |
| 7D | -0.7% | +2.6% | -3.3% | -5.8% |
| 30D | -10.2% | -2.0% | -8.2% | -6.7% |
| 3M | +10.1% | -2.8% | +12.9% | +16.1% |
| 6M | +116.5% | +2.2% | +114.3% | +105.5% |
| YTD | +27.2% | +11.5% | +15.7% | 0.0% |
| 1Y | +8.6% | +13.5% | -4.9% | -18.1% |
| 3Y | +5.6% | +78.1% | -72.5% | -71.0% |
| 5Y | -61.8% | +73.1% | -135.0% | -87.4% |
| All | -54.1% | +84.2% | -138.3% | -87.4% |
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