-52.5%
GDTC vs VOO
+19.5%
-71.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -4.3% | +0.5% | -4.8% | -4.3% |
| 30D | +6.0% | -0.9% | +6.9% | +6.1% |
| 3M | -24.3% | +3.9% | -28.2% | -24.6% |
| 6M | -17.1% | +14.5% | -31.7% | -18.6% |
| YTD | -34.8% | +13.0% | -47.8% | -36.1% |
| 1Y | -52.5% | +19.4% | -71.9% | -53.3% |
| All | -52.5% | +19.5% | -71.9% | -53.3% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling