+218.2%
GLD vs VTI
+295.1%
-76.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | +0.2% | -1.6% | +1.8% | +0.4% |
| 3M | +3.2% | +3.6% | -0.3% | +2.9% |
| 6M | -14.6% | +13.0% | -27.7% | -15.5% |
| YTD | +1.8% | +12.7% | -10.9% | +0.8% |
| 1Y | +20.7% | +18.4% | +2.4% | +19.1% |
| 3Y | +126.5% | +76.4% | +50.1% | +117.5% |
| 5Y | +140.0% | +73.7% | +66.3% | +129.5% |
| 10Y | +218.2% | +302.5% | -84.3% | +214.3% |
| All | +218.2% | +295.1% | -76.9% | +214.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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