-33.6%
GDLC vs VOO
+12.1%
-45.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.5% |
| 7D | -9.7% | +2.6% | -12.3% | -13.7% |
| 30D | -16.5% | -2.0% | -14.5% | -13.4% |
| 3M | +7.4% | -2.8% | +10.2% | +13.3% |
| 6M | -13.7% | +2.2% | -15.9% | -17.2% |
| YTD | -25.6% | +11.5% | -37.1% | -38.7% |
| 1Y | -33.6% | +13.5% | -47.1% | -47.0% |
| All | -33.6% | +12.1% | -45.7% | -47.0% |
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