+124.1%
GLDI vs VOO
+309.6%
-185.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | -3.7% | +2.6% | -6.2% | -3.9% |
| 30D | -3.8% | -2.0% | -1.8% | -3.7% |
| 3M | -7.1% | -2.8% | -4.3% | -6.8% |
| 6M | -10.9% | +2.2% | -13.1% | -11.1% |
| YTD | -6.8% | +11.5% | -18.3% | -7.5% |
| 1Y | -3.1% | +13.5% | -16.6% | -3.9% |
| 3Y | +56.3% | +78.1% | -21.8% | +51.0% |
| 5Y | +58.8% | +73.1% | -14.4% | +52.8% |
| All | +124.1% | +309.6% | -185.5% | +118.8% |
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