-15.6%
GLDG vs VOO
+81.6%
-97.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.3% |
| 7D | -0.9% | -0.4% | -0.6% | -0.6% |
| 30D | +4.9% | -1.4% | +6.2% | +6.0% |
| 3M | +18.7% | +3.7% | +15.0% | +15.8% |
| 6M | -30.3% | +13.0% | -43.4% | -35.5% |
| YTD | -13.6% | +12.4% | -26.0% | -19.5% |
| 1Y | -13.6% | +18.6% | -32.2% | -21.8% |
| 3Y | +33.3% | +78.1% | -44.7% | -9.8% |
| 5Y | -15.6% | +82.3% | -97.9% | -47.4% |
| All | -15.6% | +81.6% | -97.2% | -47.4% |
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