+196.1%
GDS vs VOO
+326.6%
-130.5%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.9% |
| 7D | -1.7% | -0.8% | -1.0% | -0.7% |
| 30D | -5.9% | -1.1% | -4.8% | -4.4% |
| 3M | -8.7% | +3.9% | -12.6% | -13.3% |
| 6M | -29.5% | +13.6% | -43.1% | -40.5% |
| YTD | -11.7% | +12.7% | -24.4% | -24.4% |
| 1Y | -19.9% | +17.6% | -37.5% | -34.8% |
| 3Y | +171.1% | +77.3% | +93.7% | +29.3% |
| 5Y | -50.0% | +84.1% | -134.2% | -75.9% |
| All | +196.1% | +326.6% | -130.5% | -30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling