-12.1%
GSBD vs VOO
+72.0%
-84.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -2.1% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | -2.2% | -3.3% | +1.1% | -0.3% |
| 3M | -8.7% | -2.4% | -6.3% | -7.4% |
| 6M | -0.8% | +2.6% | -3.4% | -2.5% |
| YTD | +3.2% | +11.3% | -8.1% | -3.6% |
| 1Y | +0.7% | +13.4% | -12.8% | -7.1% |
| 3Y | -7.7% | +80.3% | -88.0% | -36.4% |
| 5Y | -12.1% | +72.7% | -84.8% | -40.0% |
| All | -12.1% | +72.0% | -84.1% | -40.0% |
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