-9.5%
GLDW vs VOO
+13.0%
-22.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -2.6% |
| 7D | -2.2% | -0.9% | -1.3% | -1.6% |
| 30D | -5.7% | -2.3% | -3.3% | -3.6% |
| 3M | -11.7% | -1.2% | -10.5% | -10.8% |
| 6M | -21.0% | +3.3% | -24.3% | -23.3% |
| YTD | -13.3% | +12.3% | -25.7% | -22.1% |
| 1Y | -9.5% | +12.5% | -22.0% | -18.4% |
| All | -9.5% | +13.0% | -22.5% | -18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling