+67.7%
BGLD vs VT
+87.0%
-19.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.8% | +0.4% | -1.2% | -0.8% |
| 30D | +1.3% | +1.0% | +0.3% | +1.1% |
| 3M | -1.6% | +2.4% | -4.0% | -2.0% |
| 6M | -5.8% | +12.0% | -17.8% | -7.6% |
| YTD | -0.8% | +15.3% | -16.2% | -3.2% |
| 1Y | +6.0% | +22.6% | -16.6% | +2.5% |
| 3Y | +70.5% | +74.7% | -4.2% | +56.3% |
| 5Y | +75.1% | +66.1% | +8.9% | +59.8% |
| All | +67.7% | +87.0% | -19.3% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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