Compare total returns for the S&P 500 and Gold across multiple horizons.
This dashboard allows investors to compare the S&P 500 Total Return, which includes reinvested dividends, against Gold Total Return, reflecting the USD gold price. By using the start-date slider, you can analyze performance across various market cycles and assess how US equities stack up against gold during different economic conditions.
The methodology involves rebasing both the S&P 500 Total Return Index and Gold Total Return to an index value of 1 at the selected start date. This ensures a consistent comparison, as S&P 500 returns include reinvested dividends while gold returns do not, allowing for accurate analysis of risk and performance.
Investors can utilize this dashboard to evaluate the historical performance of the S&P 500 against gold, aiding in portfolio diversification strategies. By analyzing total returns across different time horizons, you can make informed decisions on asset allocation in response to inflation and risk-off market conditions.
This dashboard compares S&P 500 total return vs gold total return (USD) by rebasing both series to Index = 1 at the chosen start date. The S&P 500 Total Return Index includes reinvested dividends, while gold returns reflect the USD gold price (no income). Use the start-date slider to analyze different market cycles and see how US equities vs gold perform across regimes. Data is aligned on common dates and displayed consistently to avoid distortions from missing observations. Use this chart for portfolio diversification, inflation/risk-off analysis, and long-run return comparisons.
