+44.4%
GOLD vs VOO
+79.1%
-34.7%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.5% |
| 7D | +10.0% | +0.5% | +9.4% | +9.2% |
| 30D | +9.1% | -0.9% | +10.0% | +10.1% |
| 3M | +17.3% | +3.9% | +13.4% | +12.9% |
| 6M | -9.0% | +14.5% | -23.5% | -20.0% |
| YTD | +40.6% | +13.0% | +27.6% | +25.6% |
| 1Y | +96.3% | +19.4% | +76.9% | +68.0% |
| 3Y | +44.4% | +78.9% | -34.4% | -13.3% |
| All | +44.4% | +79.1% | -34.7% | -13.3% |
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 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