+59.0%
BGLD vs VOO
+114.1%
-55.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.6% |
| 7D | -0.6% | -0.9% | +0.3% | -0.5% |
| 30D | -1.8% | -2.3% | +0.5% | -1.5% |
| 3M | -5.2% | -1.2% | -4.0% | -5.1% |
| 6M | -7.4% | +3.3% | -10.7% | -7.7% |
| YTD | -5.9% | +12.3% | -18.3% | -7.2% |
| 1Y | -5.4% | +12.5% | -17.9% | -6.7% |
| 3Y | +61.8% | +79.2% | -17.3% | +52.1% |
| 5Y | +63.1% | +75.7% | -12.6% | +52.2% |
| All | +59.0% | +114.1% | -55.1% | +44.8% |
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 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