-46.0%
GLDG vs VT
+53.2%
-99.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +4.1% |
| 7D | 0.0% | -4.2% | +4.2% | +4.3% |
| 30D | -16.7% | -5.8% | -10.9% | -11.5% |
| 3M | -20.2% | -5.2% | -15.0% | -15.7% |
| 6M | -34.8% | +0.1% | -34.9% | -33.9% |
| YTD | -40.0% | +8.2% | -48.2% | -42.6% |
| 1Y | -40.0% | +10.1% | -50.1% | -43.3% |
| 3Y | -5.1% | +69.7% | -74.7% | -38.8% |
| 5Y | -46.0% | +53.4% | -99.4% | -64.7% |
| All | -46.0% | +53.2% | -99.2% | -64.7% |
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