+128.0%
GLDI vs VOO
+314.4%
-186.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.5% |
| 7D | -1.4% | -0.9% | -0.5% | -1.4% |
| 30D | -2.6% | -2.3% | -0.2% | -2.4% |
| 3M | -4.8% | -1.2% | -3.7% | -4.8% |
| 6M | -9.1% | +3.3% | -12.4% | -9.3% |
| YTD | -4.7% | +12.3% | -17.1% | -5.5% |
| 1Y | -0.5% | +12.5% | -13.0% | -1.3% |
| 3Y | +60.5% | +79.2% | -18.7% | +54.9% |
| 5Y | +62.2% | +75.7% | -13.4% | +56.0% |
| 10Y | +128.0% | +313.7% | -185.7% | +122.4% |
| All | +128.0% | +314.4% | -186.5% | +122.4% |
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 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