+653.2%
GOLD vs VOO
+321.7%
+331.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.4% | -6.7% |
| 7D | +10.6% | -2.0% | +12.6% | +11.9% |
| 30D | +5.6% | -1.7% | +7.3% | +6.6% |
| 3M | +12.6% | +4.7% | +7.8% | +9.7% |
| 6M | -9.0% | +12.6% | -21.5% | -14.5% |
| YTD | +35.9% | +11.8% | +24.1% | +28.4% |
| 1Y | +94.0% | +17.5% | +76.4% | +78.8% |
| 3Y | +40.8% | +77.0% | -36.2% | +6.0% |
| 5Y | +91.8% | +82.6% | +9.2% | +41.6% |
| All | +653.2% | +321.7% | +331.5% | +331.0% |
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