+3.7%
GLDW vs VOO
+11.8%
-8.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.4% |
| 7D | -4.2% | -2.0% | -2.2% | -2.3% |
| 30D | -1.8% | -1.7% | -0.1% | -0.1% |
| 3M | +5.7% | +4.7% | +1.0% | +0.9% |
| 6M | -22.1% | +12.6% | -34.6% | -29.5% |
| YTD | -3.6% | +11.8% | -15.4% | -13.0% |
| All | +3.7% | +11.8% | -8.1% | -6.7% |
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