-66.9%
GAU vs VOO
+800.4%
-867.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.0% |
| 7D | -8.8% | +2.6% | -11.4% | -10.3% |
| 30D | +11.8% | -2.0% | +13.8% | +13.4% |
| 3M | +9.1% | -2.8% | +11.9% | +11.5% |
| 6M | -12.6% | +2.2% | -14.8% | -13.1% |
| YTD | -9.9% | +11.5% | -21.4% | -14.6% |
| 1Y | -0.4% | +13.5% | -13.9% | -6.5% |
| 3Y | +338.5% | +78.1% | +260.4% | +214.5% |
| 5Y | +168.2% | +73.1% | +95.1% | +93.2% |
| 10Y | -27.6% | +310.7% | -338.4% | -69.9% |
| All | -66.9% | +800.4% | -867.3% | -94.0% |
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 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