+124.6%
GLDI vs VOO
+317.9%
-193.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | +1.2% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | -0.1% | -3.3% | +3.2% | +0.1% |
| 3M | -1.7% | -2.4% | +0.7% | -1.5% |
| 6M | -6.3% | +2.6% | -8.9% | -6.5% |
| YTD | -1.9% | +11.3% | -13.2% | -2.6% |
| 1Y | +4.5% | +13.4% | -9.0% | +3.6% |
| 3Y | +64.2% | +80.3% | -16.1% | +58.5% |
| 5Y | +68.2% | +72.7% | -4.5% | +61.8% |
| 10Y | +124.6% | +310.0% | -185.4% | +115.0% |
| All | +124.6% | +317.9% | -193.3% | +115.0% |
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