+174.0%
GD vs VOO
+306.9%
-132.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | -1.9% | -0.6% | -1.3% | -1.6% |
| 30D | +10.9% | -3.6% | +14.6% | +13.8% |
| 3M | -6.8% | -2.7% | -4.0% | -5.1% |
| 6M | +7.0% | +2.2% | +4.8% | +4.7% |
| YTD | +11.1% | +10.9% | +0.2% | +2.0% |
| 1Y | +7.0% | +11.3% | -4.3% | -2.1% |
| 3Y | +59.9% | +76.9% | -17.0% | +0.6% |
| 5Y | +102.5% | +73.5% | +29.0% | +27.4% |
| 10Y | +174.0% | +307.7% | -133.7% | -12.7% |
| All | +174.0% | +306.9% | -132.9% | -12.7% |
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