-47.5%
GLDG vs VOO
+321.7%
-369.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.3% |
| 7D | -5.5% | -2.0% | -3.5% | -4.3% |
| 30D | 0.0% | -1.7% | +1.7% | +1.0% |
| 3M | +22.4% | +4.7% | +17.6% | +19.4% |
| 6M | -32.9% | +12.6% | -45.5% | -36.7% |
| YTD | -16.8% | +11.8% | -28.6% | -21.0% |
| 1Y | -19.4% | +17.5% | -36.9% | -25.2% |
| 3Y | +28.4% | +77.0% | -48.6% | -5.4% |
| 5Y | -19.4% | +82.6% | -102.0% | -42.3% |
| All | -47.5% | +321.7% | -369.2% | -74.6% |
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 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