+322.5%
VOO vs GLD
+217.0%
+105.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.6% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -1.4% | +0.2% | -1.6% | -1.4% |
| 3M | +3.7% | +3.2% | +0.5% | +3.3% |
| 6M | +13.0% | -14.6% | +27.7% | +14.7% |
| YTD | +12.4% | +1.8% | +10.7% | +11.9% |
| 1Y | +18.6% | +20.7% | -2.1% | +15.8% |
| 3Y | +78.1% | +126.5% | -48.4% | +60.5% |
| 5Y | +82.3% | +140.0% | -57.8% | +61.7% |
| 10Y | +322.5% | +218.2% | +104.3% | +287.9% |
| All | +322.5% | +217.0% | +105.5% | +287.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GLD.
Daily Out/Under-Performance
Portfolio return minus GLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLD 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 10y: compounded portfolio wealth divided by compounded GLD 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…
10y analysis · Full analysis span regression · 6 months rolling