-49.0%
GLDG vs VOO
+311.2%
-360.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.5% |
| 7D | -2.7% | +3.3% | -5.9% | -4.5% |
| 30D | -16.1% | -2.7% | -13.4% | -14.7% |
| 3M | -29.8% | -1.7% | -28.1% | -29.1% |
| 6M | -41.6% | +3.1% | -44.7% | -42.3% |
| YTD | -41.6% | +11.9% | -53.5% | -44.6% |
| 1Y | -48.2% | +12.1% | -60.3% | -50.8% |
| 3Y | -7.6% | +78.6% | -86.2% | -31.9% |
| 5Y | -54.7% | +73.8% | -128.5% | -66.7% |
| All | -49.0% | +311.2% | -360.1% | -66.3% |
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 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