+695.4%
GOLD vs VOO
+404.5%
+290.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -3.7% | +2.6% | -6.3% | -5.0% |
| 30D | -6.5% | -2.0% | -4.5% | -5.3% |
| 3M | -15.2% | -2.8% | -12.4% | -13.9% |
| 6M | -9.6% | +2.2% | -11.8% | -10.3% |
| YTD | +10.0% | +11.5% | -1.5% | +5.0% |
| 1Y | +48.5% | +13.5% | +35.0% | +40.6% |
| 3Y | +61.6% | +78.1% | -16.5% | +26.3% |
| 5Y | +16.5% | +73.1% | -56.6% | -9.2% |
| 10Y | +500.3% | +310.7% | +189.6% | +314.9% |
| All | +695.4% | +404.5% | +290.9% | +397.0% |
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 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