-47.2%
GLDG vs VOO
+644.9%
-692.1%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.1% | -4.5% |
| 7D | 0.0% | -0.9% | +0.9% | +0.4% |
| 30D | -14.8% | -2.3% | -12.4% | -13.7% |
| 3M | -27.9% | -1.2% | -26.7% | -27.4% |
| 6M | -38.5% | +3.3% | -41.9% | -39.3% |
| YTD | -40.0% | +12.3% | -52.3% | -42.9% |
| 1Y | -45.3% | +12.5% | -57.8% | -47.9% |
| 3Y | -5.1% | +79.2% | -84.2% | -28.4% |
| 5Y | -51.9% | +75.7% | -127.6% | -63.8% |
| 10Y | -50.3% | +313.7% | -364.0% | -72.6% |
| All | -47.2% | +644.9% | -692.1% | -76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling