+222.0%
GLDM vs VOO
+207.3%
+14.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.4% | +5.2% | +1.3% |
| 7D | +1.9% | -4.7% | +6.6% | +2.4% |
| 30D | -1.7% | -5.9% | +4.2% | -1.0% |
| 3M | -3.5% | -4.5% | +1.0% | -3.0% |
| 6M | -10.1% | +1.9% | -11.9% | -10.1% |
| YTD | -5.0% | +8.4% | -13.4% | -5.6% |
| 1Y | +2.8% | +9.5% | -6.7% | +2.1% |
| 3Y | +105.1% | +75.3% | +29.8% | +97.1% |
| 5Y | +124.3% | +67.9% | +56.4% | +114.9% |
| All | +222.0% | +207.3% | +14.7% | +197.3% |
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