+212.2%
GLD vs VOO
+317.9%
-105.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.5% | +1.6% |
| 7D | +4.9% | +0.1% | +4.9% | +4.9% |
| 30D | -1.3% | -3.3% | +2.0% | -1.0% |
| 3M | -4.8% | -2.4% | -2.4% | -4.5% |
| 6M | -12.5% | +2.6% | -15.1% | -12.7% |
| YTD | -4.2% | +11.3% | -15.5% | -5.1% |
| 1Y | +3.0% | +13.4% | -10.4% | +2.0% |
| 3Y | +109.1% | +80.3% | +28.8% | +100.7% |
| 5Y | +121.6% | +72.7% | +48.9% | +112.0% |
| 10Y | +212.2% | +310.0% | -97.8% | +200.8% |
| All | +212.2% | +317.9% | -105.7% | +200.8% |
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