+203.8%
GLAD vs VOO
+314.4%
-110.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -1.9% | -1.7% |
| 7D | -0.3% | -0.9% | +0.6% | +0.3% |
| 30D | +3.8% | -2.3% | +6.1% | +5.7% |
| 3M | +2.8% | -1.2% | +3.9% | +3.5% |
| 6M | +7.3% | +3.3% | +3.9% | +3.8% |
| YTD | +3.8% | +12.3% | -8.5% | -6.5% |
| 1Y | +12.2% | +12.5% | -0.3% | +0.8% |
| 3Y | +31.4% | +79.2% | -47.8% | -22.2% |
| 5Y | +31.2% | +75.7% | -44.5% | -21.9% |
| 10Y | +203.8% | +313.7% | -109.9% | -0.8% |
| All | +203.8% | +314.4% | -110.6% | -0.8% |
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 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