+4.8%
GDLC vs VOO
+67.9%
-63.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -1.1% |
| 7D | -1.2% | -2.7% | +1.5% | +3.4% |
| 30D | -10.4% | -5.4% | -5.1% | -1.8% |
| 3M | +17.4% | -4.1% | +21.4% | +26.0% |
| 6M | -6.6% | +0.7% | -7.4% | -7.6% |
| YTD | -17.6% | +8.7% | -26.3% | -27.4% |
| 1Y | -28.6% | +11.0% | -39.6% | -39.1% |
| 3Y | +160.0% | +75.5% | +84.5% | +2.7% |
| All | +4.8% | +67.9% | -63.1% | -50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling