+250.7%
GBDC vs VOO
+810.0%
-559.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.2% |
| 7D | -1.6% | -0.8% | -0.8% | -1.2% |
| 30D | -2.3% | -1.1% | -1.2% | -1.7% |
| 3M | -1.6% | +3.9% | -5.5% | -3.7% |
| 6M | +11.6% | +13.6% | -2.0% | +4.0% |
| YTD | -0.6% | +12.7% | -13.4% | -7.0% |
| 1Y | -3.7% | +17.6% | -21.2% | -11.9% |
| 3Y | +21.7% | +77.3% | -55.6% | -11.3% |
| 5Y | +37.7% | +84.1% | -46.4% | -3.0% |
| 10Y | +72.9% | +323.5% | -250.7% | -24.7% |
| All | +250.7% | +810.0% | -559.4% | -14.5% |
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