+35.3%
GSBD vs VOO
+315.3%
-280.0%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.1% |
| 7D | -2.9% | -0.4% | -2.6% | -2.7% |
| 30D | -0.8% | -1.4% | +0.5% | +0.2% |
| 3M | +11.1% | +3.7% | +7.4% | +7.9% |
| 6M | +13.3% | +13.0% | +0.2% | +2.8% |
| YTD | +12.1% | +12.4% | -0.4% | +2.0% |
| 1Y | -0.8% | +18.6% | -19.4% | -13.6% |
| 3Y | +3.3% | +78.1% | -74.8% | -35.6% |
| 5Y | -2.8% | +82.3% | -85.1% | -41.5% |
| 10Y | +35.3% | +322.5% | -287.3% | -58.5% |
| All | +35.3% | +315.3% | -280.0% | -58.5% |
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