-34.3%
GDLC vs VOO
+12.4%
-46.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.5% | -6.2% |
| 7D | -3.2% | +0.1% | -3.3% | -3.6% |
| 30D | -10.5% | -3.3% | -7.2% | -4.8% |
| 3M | +13.9% | -2.4% | +16.3% | +19.1% |
| 6M | -7.4% | +2.6% | -10.0% | -12.2% |
| YTD | -19.4% | +11.3% | -30.6% | -33.6% |
| All | -34.3% | +12.4% | -46.7% | -46.4% |
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 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