-4.9%
GLDW vs VT
+13.9%
-18.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +2.1% |
| 7D | -0.7% | -0.3% | -0.4% | -0.3% |
| 30D | -3.1% | -1.4% | -1.7% | -1.4% |
| 3M | -2.2% | -1.4% | -0.8% | -0.4% |
| 6M | -14.7% | +5.5% | -20.1% | -19.3% |
| YTD | -11.6% | +12.8% | -24.5% | -20.7% |
| 1Y | -2.4% | +15.4% | -17.8% | -13.9% |
| All | -4.9% | +13.9% | -18.8% | -15.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling