+205.6%
GLD vs VOO
+311.2%
-105.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.8% |
| 7D | -5.5% | +3.3% | -8.8% | -5.8% |
| 30D | -7.0% | -2.7% | -4.3% | -6.8% |
| 3M | -12.4% | -1.7% | -10.6% | -12.2% |
| 6M | -18.0% | +3.1% | -21.1% | -18.2% |
| YTD | -10.5% | +11.9% | -22.4% | -11.3% |
| 1Y | -8.1% | +12.1% | -20.1% | -8.9% |
| 3Y | +97.7% | +78.6% | +19.1% | +89.8% |
| 5Y | +103.4% | +73.8% | +29.6% | +94.5% |
| All | +205.6% | +311.2% | -105.5% | +201.9% |
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