+65.0%
BGLD vs VOO
+113.0%
-48.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | -2.1% | -2.0% | -0.1% | -1.9% |
| 30D | -1.6% | -1.7% | 0.0% | -1.4% |
| 3M | +1.9% | +4.7% | -2.8% | +1.3% |
| 6M | -8.2% | +12.6% | -20.8% | -9.5% |
| YTD | -2.4% | +11.8% | -14.2% | -3.7% |
| 1Y | +2.6% | +17.5% | -15.0% | +0.7% |
| 3Y | +69.4% | +77.0% | -7.6% | +59.4% |
| 5Y | +74.3% | +82.6% | -8.3% | +62.1% |
| All | +65.0% | +113.0% | -48.0% | +50.4% |
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