-67.6%
GAU vs VOO
+812.0%
-879.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | +3.7% | +0.5% | +3.2% | +3.4% |
| 30D | +8.3% | -0.9% | +9.2% | +9.0% |
| 3M | +8.8% | +3.9% | +4.9% | +6.5% |
| 6M | -29.4% | +14.5% | -44.0% | -34.5% |
| YTD | -11.9% | +13.0% | -24.8% | -17.4% |
| 1Y | -14.9% | +19.4% | -34.3% | -22.6% |
| 3Y | +254.0% | +78.9% | +175.1% | +152.1% |
| 5Y | +162.4% | +82.3% | +80.1% | +83.0% |
| 10Y | -50.3% | +314.2% | -364.5% | -79.4% |
| All | -67.6% | +812.0% | -879.6% | -94.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling