+13.4%
GD vs VOO
+20.9%
-7.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -5.3% | +0.1% | -5.4% | -5.3% |
| 30D | -6.4% | +0.1% | -6.5% | -6.4% |
| 3M | +5.7% | +2.0% | +3.7% | +4.6% |
| 6M | -0.9% | +13.0% | -14.0% | -7.3% |
| YTD | +8.2% | +13.6% | -5.4% | +0.7% |
| 1Y | +13.4% | +20.1% | -6.7% | +1.0% |
| All | +13.4% | +20.9% | -7.5% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling