+335.6%
GOAU vs VOO
+263.0%
+72.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.2% |
| 7D | -3.7% | -0.8% | -2.9% | -3.3% |
| 30D | +6.0% | -1.1% | +7.1% | +6.7% |
| 3M | +26.0% | +3.9% | +22.2% | +23.6% |
| 6M | -3.6% | +13.6% | -17.2% | -9.4% |
| YTD | +12.2% | +12.7% | -0.5% | +6.0% |
| 1Y | +30.0% | +17.6% | +12.4% | +20.3% |
| 3Y | +221.0% | +77.3% | +143.7% | +140.1% |
| 5Y | +191.6% | +84.1% | +107.5% | +111.5% |
| All | +335.6% | +263.0% | +72.6% | +185.3% |
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