-18.7%
GLDB vs VOO
+9.9%
-28.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -1.0% |
| 7D | +3.0% | -2.7% | +5.7% | +6.7% |
| 30D | -7.4% | -5.4% | -2.0% | +0.1% |
| 3M | -0.2% | -4.1% | +3.9% | +5.9% |
| 6M | -18.4% | +0.7% | -19.2% | -19.3% |
| YTD | -15.8% | +8.7% | -24.5% | -24.4% |
| 1Y | -12.8% | +11.0% | -23.7% | -23.5% |
| All | -18.7% | +9.9% | -28.7% | -28.1% |
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