-45.3%
GLDG vs VT
+13.3%
-58.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -5.0% | -6.3% |
| 7D | 0.0% | -0.7% | +0.7% | +1.0% |
| 30D | -14.8% | -1.7% | -13.0% | -11.5% |
| 3M | -27.9% | -2.3% | -25.6% | -24.1% |
| 6M | -38.5% | +1.5% | -40.0% | -40.3% |
| YTD | -40.0% | +12.0% | -52.0% | -52.3% |
| 1Y | -45.3% | +12.9% | -58.1% | -57.0% |
| All | -45.3% | +13.3% | -58.5% | -57.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling