+114.6%
GLDI vs VT
+226.2%
-111.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -2.8% | -1.6% | -1.2% | -2.6% |
| 30D | -4.0% | -2.5% | -1.5% | -3.7% |
| 3M | -1.6% | -1.3% | -0.3% | -1.4% |
| 6M | -9.0% | +3.1% | -12.1% | -9.3% |
| YTD | -6.4% | +10.9% | -17.3% | -7.4% |
| 1Y | 0.0% | +12.1% | -12.0% | -1.1% |
| 3Y | +56.3% | +73.9% | -17.6% | +48.0% |
| 5Y | +64.8% | +58.0% | +6.8% | +56.1% |
| All | +114.6% | +226.2% | -111.6% | +89.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling