+455.3%
GDLC vs VOO
+168.5%
+286.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.5% | -5.2% |
| 7D | -3.2% | +0.1% | -3.3% | -3.4% |
| 30D | -10.5% | -3.3% | -7.2% | -6.5% |
| 3M | +13.9% | -2.4% | +16.3% | +17.7% |
| 6M | -7.4% | +2.6% | -10.0% | -10.2% |
| YTD | -19.4% | +11.3% | -30.6% | -28.9% |
| 1Y | -32.6% | +13.4% | -46.0% | -41.9% |
| 3Y | +150.0% | +80.3% | +69.7% | +24.0% |
| 5Y | +1.3% | +72.7% | -71.4% | -45.6% |
| All | +455.3% | +168.5% | +286.8% | +126.6% |
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