-44.7%
GLDG vs VT
+53.4%
-98.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.8% |
| 7D | +8.3% | -2.3% | +10.7% | +10.8% |
| 30D | -9.3% | -5.0% | -4.3% | -4.6% |
| 3M | -18.8% | -4.9% | -13.9% | -14.4% |
| 6M | -35.0% | -1.5% | -33.5% | -33.2% |
| YTD | -37.6% | +8.5% | -46.1% | -40.5% |
| 1Y | -37.6% | +11.4% | -49.0% | -41.5% |
| 3Y | -1.3% | +70.1% | -71.3% | -36.5% |
| All | -44.7% | +53.4% | -98.1% | -63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling