+809.8%
GOLD vs VT
+252.4%
+557.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.7% | +4.2% | +4.9% |
| 7D | +6.1% | -0.3% | +6.4% | +6.3% |
| 30D | -0.5% | -1.4% | +0.9% | +0.4% |
| 3M | -0.5% | -1.4% | +0.9% | +0.5% |
| 6M | +0.2% | +5.5% | -5.3% | -2.5% |
| YTD | +25.9% | +12.8% | +13.0% | +18.8% |
| 1Y | +74.7% | +15.4% | +59.2% | +62.9% |
| 3Y | +67.5% | +76.9% | -9.4% | +28.1% |
| 5Y | +28.9% | +60.4% | -31.5% | +0.7% |
| 10Y | +681.1% | +232.8% | +448.4% | +458.2% |
| All | +809.8% | +252.4% | +557.4% | +503.9% |
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