+164.6%
RGLD vs VOO
+78.8%
+85.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.6% |
| 7D | +18.9% | -0.6% | +19.5% | +19.0% |
| 30D | +16.2% | -3.6% | +19.9% | +19.0% |
| 3M | +17.5% | -2.7% | +20.2% | +19.6% |
| 6M | +15.4% | +2.2% | +13.2% | +13.9% |
| YTD | +24.6% | +10.9% | +13.7% | +17.2% |
| 1Y | +49.9% | +11.3% | +38.6% | +40.7% |
| 3Y | +164.6% | +76.9% | +87.7% | +64.9% |
| All | +164.6% | +78.8% | +85.8% | +64.9% |
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