+62.2%
GOLY vs VOO
+77.4%
-15.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.9% |
| 7D | -3.8% | -0.8% | -3.0% | -3.4% |
| 30D | -4.2% | -1.1% | -3.2% | -3.7% |
| 3M | -0.6% | +3.9% | -4.5% | -2.2% |
| 6M | -27.9% | +13.6% | -41.6% | -31.3% |
| YTD | -23.5% | +12.7% | -36.2% | -26.9% |
| 1Y | -13.5% | +17.6% | -31.1% | -18.2% |
| 3Y | +62.2% | +77.3% | -15.1% | +36.8% |
| All | +62.2% | +77.4% | -15.2% | +36.8% |
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