+17.1%
GSBD vs VOO
+309.6%
-292.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -4.5% | +2.6% | -7.1% | -6.4% |
| 30D | -4.5% | -2.0% | -2.5% | -3.2% |
| 3M | -13.8% | -2.8% | -11.0% | -12.1% |
| 6M | -0.7% | +2.2% | -2.9% | -2.7% |
| YTD | -0.8% | +11.5% | -12.3% | -9.3% |
| 1Y | -2.5% | +13.5% | -16.0% | -12.1% |
| 3Y | -12.5% | +78.1% | -90.6% | -45.5% |
| 5Y | -15.4% | +73.1% | -88.6% | -46.8% |
| All | +17.1% | +309.6% | -292.6% | -59.3% |
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