+723.7%
GOLD vs VT
+238.0%
+485.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.1% | -5.4% | -7.0% |
| 7D | -2.7% | -4.2% | +1.5% | 0.0% |
| 30D | -9.8% | -5.8% | -4.0% | -6.3% |
| 3M | -11.2% | -5.2% | -6.0% | -8.1% |
| 6M | -9.9% | +0.1% | -10.1% | -9.5% |
| YTD | +14.0% | +8.2% | +5.7% | +10.4% |
| 1Y | +57.4% | +10.1% | +47.3% | +51.2% |
| 3Y | +51.6% | +69.7% | -18.0% | +19.1% |
| 5Y | +26.0% | +53.4% | -27.3% | +1.2% |
| 10Y | +607.2% | +219.2% | +388.0% | +418.9% |
| All | +723.7% | +238.0% | +485.7% | +461.3% |
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