-50.5%
GAU vs VOO
+325.3%
-375.7%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.5% |
| 7D | -4.8% | -0.8% | -4.1% | -4.4% |
| 30D | +3.3% | -1.1% | +4.4% | +4.1% |
| 3M | +5.9% | +3.9% | +2.0% | +3.6% |
| 6M | -29.6% | +13.6% | -43.3% | -34.3% |
| YTD | -14.6% | +12.7% | -27.3% | -19.7% |
| 1Y | -13.3% | +17.6% | -30.8% | -20.1% |
| 3Y | +242.9% | +77.3% | +165.5% | +150.5% |
| 5Y | +166.7% | +84.1% | +82.5% | +88.5% |
| All | -50.5% | +325.3% | -375.7% | -80.6% |
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