+505.5%
GDLC vs VOO
+174.1%
+331.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.2% |
| 7D | +2.3% | +0.1% | +2.1% | +2.2% |
| 30D | +24.2% | +0.1% | +24.2% | +24.2% |
| 3M | +27.0% | +2.0% | +25.0% | +23.9% |
| 6M | +8.7% | +13.0% | -4.3% | -6.8% |
| YTD | -12.1% | +13.6% | -25.7% | -24.6% |
| 1Y | -27.7% | +20.1% | -47.8% | -41.8% |
| 3Y | +337.7% | +77.6% | +260.1% | +120.3% |
| 5Y | -20.1% | +82.4% | -102.5% | -59.3% |
| All | +505.5% | +174.1% | +331.4% | +140.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling