+90.3%
GDS vs VOO
+322.1%
-231.8%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | -11.4% | +2.6% | -13.9% | -14.4% |
| 30D | -23.4% | -2.0% | -21.4% | -20.8% |
| 3M | -43.0% | -2.8% | -40.3% | -40.2% |
| 6M | -56.7% | +2.2% | -58.8% | -57.5% |
| YTD | -43.2% | +11.5% | -54.8% | -50.3% |
| 1Y | -35.3% | +13.5% | -48.8% | -44.6% |
| 3Y | +82.9% | +78.1% | +4.8% | -12.7% |
| 5Y | -67.9% | +73.1% | -141.1% | -83.3% |
| 10Y | +105.3% | +310.7% | -205.5% | -51.0% |
| All | +90.3% | +322.1% | -231.8% | -54.6% |
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