+96.9%
GLD vs VOO
+78.5%
+18.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.3% |
| 7D | -4.6% | +2.6% | -7.2% | -5.3% |
| 30D | -5.5% | -2.0% | -3.5% | -4.9% |
| 3M | -10.9% | -2.8% | -8.1% | -10.2% |
| 6M | -17.4% | +2.2% | -19.6% | -17.8% |
| YTD | -10.3% | +11.5% | -21.8% | -12.3% |
| 1Y | -7.2% | +13.5% | -20.7% | -9.4% |
| 3Y | +96.9% | +78.1% | +18.8% | +68.2% |
| All | +96.9% | +78.5% | +18.5% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling