-1.8%
GSBD vs VOO
+82.3%
-84.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.7% |
| 7D | -4.4% | +0.5% | -5.0% | -4.8% |
| 30D | -0.4% | -0.9% | +0.5% | +0.1% |
| 3M | +12.3% | +3.9% | +8.4% | +9.7% |
| 6M | +11.7% | +14.5% | -2.9% | +2.9% |
| YTD | +12.5% | +13.0% | -0.4% | +4.4% |
| 1Y | -0.7% | +19.4% | -20.1% | -11.0% |
| 3Y | +3.7% | +78.9% | -75.2% | -27.7% |
| 5Y | -1.8% | +82.3% | -84.1% | -33.8% |
| All | -1.8% | +82.3% | -84.1% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling