+50.5%
GDOT vs VOO
+78.5%
-27.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.6% |
| 7D | -5.6% | +2.6% | -8.1% | -8.2% |
| 30D | -6.3% | -2.0% | -4.3% | -4.3% |
| 3M | -14.4% | -2.8% | -11.7% | -11.9% |
| 6M | -8.5% | +2.2% | -10.7% | -11.8% |
| YTD | -9.8% | +11.5% | -21.3% | -22.3% |
| 1Y | +4.2% | +13.5% | -9.3% | -12.4% |
| 3Y | +50.5% | +78.1% | -27.6% | -33.4% |
| All | +50.5% | +78.5% | -27.9% | -33.4% |
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 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