-78.9%
GDTC vs VOO
+92.1%
-171.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.7% |
| 7D | -4.1% | +3.3% | -7.4% | -5.7% |
| 30D | -3.0% | -2.7% | -0.3% | -1.7% |
| 3M | +4.3% | -1.7% | +6.1% | +5.1% |
| 6M | +9.8% | +3.1% | +6.6% | +7.3% |
| YTD | -36.8% | +11.9% | -48.7% | -41.3% |
| 1Y | -56.3% | +12.1% | -68.3% | -59.4% |
| 3Y | -79.1% | +78.6% | -157.7% | -86.5% |
| All | -78.9% | +92.1% | -171.0% | -86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling