+518.5%
GOLD vs VOO
+311.2%
+207.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.8% |
| 7D | -3.0% | +3.3% | -6.2% | -4.8% |
| 30D | -9.5% | -2.7% | -6.8% | -7.8% |
| 3M | -16.4% | -1.7% | -14.7% | -15.5% |
| 6M | -11.0% | +3.1% | -14.1% | -12.3% |
| YTD | +10.6% | +11.9% | -1.4% | +4.6% |
| 1Y | +44.4% | +12.1% | +32.3% | +36.5% |
| 3Y | +63.4% | +78.6% | -15.1% | +22.8% |
| 5Y | +17.1% | +73.8% | -56.7% | -12.3% |
| All | +518.5% | +311.2% | +207.3% | +304.7% |
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