-0.8%
GSBD vs VOO
+18.9%
-19.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.2% |
| 7D | -2.9% | -0.4% | -2.6% | -2.8% |
| 30D | -0.8% | -1.4% | +0.5% | -0.2% |
| 3M | +11.1% | +3.7% | +7.4% | +9.5% |
| 6M | +13.3% | +13.0% | +0.2% | +7.4% |
| YTD | +12.1% | +12.4% | -0.4% | +6.2% |
| 1Y | -0.8% | +18.6% | -19.4% | -7.8% |
| All | -0.8% | +18.9% | -19.7% | -7.8% |
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 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