+131.0%
GOLD vs VOO
+81.6%
+49.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.4% |
| 7D | +12.6% | -0.4% | +12.9% | +12.8% |
| 30D | +13.5% | -1.4% | +14.9% | +15.0% |
| 3M | +17.8% | +3.7% | +14.0% | +13.5% |
| 6M | -1.0% | +13.0% | -14.1% | -12.0% |
| YTD | +46.1% | +12.4% | +33.7% | +31.1% |
| 1Y | +105.1% | +18.6% | +86.5% | +75.5% |
| 3Y | +51.4% | +78.1% | -26.6% | -13.3% |
| 5Y | +131.0% | +82.3% | +48.7% | +30.2% |
| All | +131.0% | +81.6% | +49.4% | +30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling