+2.8%
GLD vs VG
+47.2%
-44.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -7.7% | +11.4% | +3.4% |
| 7D | -0.3% | -16.4% | +16.1% | -0.9% |
| 30D | -1.9% | -10.8% | +8.9% | -2.2% |
| 3M | -0.4% | -6.3% | +5.9% | -0.6% |
| 6M | -10.2% | -12.5% | +2.3% | -10.2% |
| YTD | -6.0% | +76.9% | -82.9% | -10.9% |
| 1Y | +2.8% | +51.8% | -49.0% | -1.9% |
| All | +2.8% | +47.2% | -44.4% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling