+61.4%
GLDI vs VT
+76.6%
-15.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.5% | +2.7% |
| 7D | +0.3% | -0.3% | +0.6% | +0.4% |
| 30D | -0.3% | -1.4% | +1.1% | +0.1% |
| 3M | +1.4% | -1.4% | +2.8% | +1.8% |
| 6M | -4.4% | +5.5% | -9.9% | -5.5% |
| YTD | -3.3% | +12.8% | -16.2% | -5.5% |
| 1Y | +4.6% | +15.4% | -10.8% | +2.0% |
| All | +61.4% | +76.6% | -15.1% | +46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling