+29.6%
GOLY vs VOO
+96.3%
-66.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.4% |
| 7D | -4.3% | -2.0% | -2.3% | -3.8% |
| 30D | -2.8% | -1.7% | -1.2% | -2.4% |
| 3M | +3.7% | +4.7% | -1.0% | +2.6% |
| 6M | -27.9% | +12.6% | -40.5% | -29.8% |
| YTD | -23.1% | +11.8% | -34.9% | -25.1% |
| 1Y | -12.7% | +17.5% | -30.2% | -15.6% |
| 3Y | +63.1% | +77.0% | -13.9% | +47.4% |
| 5Y | +31.6% | +82.6% | -50.9% | +15.6% |
| All | +29.6% | +96.3% | -66.7% | +12.4% |
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