+332.5%
GDLC vs VOO
+77.8%
+254.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.1% |
| 7D | +2.3% | +0.1% | +2.1% | +2.2% |
| 30D | +24.2% | +0.1% | +24.2% | +24.1% |
| 3M | +27.0% | +2.0% | +25.0% | +23.6% |
| 6M | +8.7% | +13.0% | -4.3% | -8.5% |
| YTD | -12.1% | +13.6% | -25.7% | -25.9% |
| 1Y | -27.7% | +20.1% | -47.8% | -43.0% |
| All | +332.5% | +77.8% | +254.7% | +147.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling